Vanguard Wellington-InvVWELX
13F holders, Q1 2026 (March 31)2holders −2
1new positions
3sold out
$42.96avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were McIlrath & Eck, LLC ($995K) and Coston, McIsaac & Partners ($111K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $995K |
| Exits | 3 | $109K |
All 13F filers, Q4 2025 → Q1 2026: 23,157 shares bought and 2,701 shares sold, net +20,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| McIlrath & Eck, LLC | 0.07% | New | 23,157 | $995K |
| Coston, McIsaac & Partners | 0.03% | Reduce -9.5% | 2,597 | $111K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.