Who owns VANGUARD WELLINGTON FD?
- Ticker: VTES
- CUSIP Number: 921935870
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Wellington with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Vanguard Wellington stock
Who bought or sold VANGUARD WELLINGTON FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wescott Financial Advisory Group | 539k | $54M | 18% | Mar 2024 |
|
| Beaird Harris Wealth Management | 182k | $18M | 0% | Mar 2024 |
|
| Capital Investment Services of America | 80k | $8.1M | 22% | Mar 2024 |
|
| Bank of America Corporation | 71k | $7.2M | 52% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 71k | $7.1M | 100% | Mar 2024 |
|
| Raymond James & Associates | 49k | $4.9M | 2% | Mar 2024 |
|
| Diversified Portfolios | 38k | $3.8M | 84% | Mar 2024 |
|
| Kades & Cheifetz | 37k | $3.8M | 92% | Mar 2024 |
|
| Taylor, Cottrill, Erickson & Associates | 27k | $2.7M | 12% | Mar 2024 |
|
| Evanson Asset Management | 25k | $2.5M | 412% | Mar 2024 |
|
| Sterling Financial Planning | 22k | $2.2M | 24% | Mar 2024 |
|
| Firestone Capital Management | 18k | $1.8M | 6% | Mar 2024 |
|
| Silver Oak Advisory Group | 17k | $1.7M | 8% | Mar 2024 |
|
| Mayport | 17k | $1.7M | 109% | Mar 2024 |
|
| JNB Advisors | 16k | $1.7M | 100% | Mar 2024 |
|
| Jane Street | 16k | $1.6M | -98% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 14k | $1.4M | 100% | Mar 2024 |
|
| Cetera Investment Advisers | 13k | $1.3M | 32% | Mar 2024 |
|
| Sunesis Advisors | 12k | $1.2M | 0% | Mar 2024 |
|
| Planning Center | 11k | $1.1M | -65% | Mar 2024 |
|
| Commonwealth Equity Services | 11k | $1.1M | 38% | Mar 2024 |
|
| Haverford Trust Company | 11k | $1.1M | 100% | Mar 2024 |
|
| Eldridge Investment Advisors | 11k | $1.1M | 0% | Mar 2024 |
|
| Single Point Partners | 9.9k | $993k | 2% | Mar 2024 |
|
| Laurel Wealth Advisors | 9.9k | $992k | 100% | Mar 2024 |
|
| Private Advisor | 9.8k | $989k | 17% | Mar 2024 |
|
| Bowman & Co S.C. | 9.7k | $978k | 100% | Mar 2024 |
|
| Watchman Group | 8.0k | $808k | 14% | Mar 2024 |
|
| Sinecera Capital | 7.8k | $784k | 21% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 7.6k | $767k | 63% | Mar 2024 |
|
| Stone Point Wealth | 6.9k | $690k | 0% | Mar 2024 |
|
| Envestnet Asset Management | 6.8k | $683k | 48% | Mar 2024 |
|
| RCS Financial Planning | 5.9k | $598k | 0% | Mar 2024 |
|
| Integrated Advisors Network | 5.1k | $515k | 100% | Mar 2024 |
|
| RFP Financial Group | 4.9k | $496k | -44% | Mar 2024 |
|
| LPL Financial | 4.7k | $469k | 100% | Mar 2024 |
|
| Francis Financial | 4.6k | $463k | 0% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 4.6k | $460k | 44% | Mar 2024 |
|
| HBK Sorce Advisory | 4.5k | $457k | 6% | Mar 2024 |
|
| EnRich Financial Partners | 4.0k | $405k | 100% | Mar 2024 |
|
| Fiduciary Trust Company | 4.0k | $403k | 100% | Dec 2023 |
|
| PrairieView Partners | 3.9k | $392k | 0% | Mar 2024 |
|
| Flow Traders US | 3.7k | $376k | -27% | Mar 2024 |
|
| Avaii Wealth Management | 3.7k | $370k | 22% | Mar 2024 |
|
| Resources Investment Advisors | 3.5k | $354k | 100% | Mar 2024 |
|
| Integrity Wealth Solutions | 3.4k | $345k | -6% | Mar 2024 |
|
| Creative Financial Designs | 3.1k | $315k | 50% | Mar 2024 |
|
| Raymond James Trust | 3.1k | $312k | -31% | Mar 2024 |
|
| FinTrust Capital Advisors | 3.1k | $307k | 100% | Mar 2024 |
|
| CI Private Wealth | 3.0k | $301k | -17% | Mar 2024 |
|
| Advisor Group Holdings | 3.0k | $299k | 5% | Mar 2024 |
|
| Brown Wealth Management | 2.5k | $253k | 0% | Mar 2024 |
|
| Ritter Daniher Financial Advisory LLC / DE | 2.5k | $247k | 0% | Mar 2024 |
|
| Lakewood Asset Management | 2.4k | $243k | 100% | Mar 2024 |
|
| Level Financial Advisors | 2.3k | $231k | 0% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.3k | $227k | -46% | Mar 2024 |
|
| Townsquare Capital | 2.2k | $223k | 0% | Mar 2024 |
|
| Main Street Financial Solutions | 2.2k | $218k | 100% | Mar 2024 |
|
| Mercer Global Advisors | 2.1k | $211k | 100% | Mar 2024 |
|
| Royal Bank of Canada | 1.8k | $182k | 100% | Mar 2024 |
|
| Global Financial Private Client | 1.2k | $123k | 0% | Mar 2024 |
|
| Cambridge Trust Company | 882.00 | $89k | 100% | Dec 2023 |
|
| Financial Management Professionals | 700.00 | $70k | 133% | Mar 2024 |
|
| UBS Group | 550.00 | $55k | -78% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 500.00 | $50k | 0% | Mar 2024 |
|
| Farther Finance Advisors | 500.00 | $50k | 0% | Mar 2024 |
|
| Ancora Advisors | 348.00 | $35k | 0% | Mar 2024 |
|
| Annapolis Financial Services | 268.00 | $27k | 100% | Mar 2024 |
|
| Harbour Investments | 250.00 | $25k | 0% | Dec 2023 |
|
| Benjamin F. Edwards & Company | 208.00 | $21k | 100% | Mar 2024 |
|
| Atlantic Trust | 200.00 | $20k | 100% | Mar 2024 |
|
| Morgan Stanley | 76.00 | $7.7k | 100% | Mar 2024 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Of Montreal | Dec 2023 | 62k | $6.1M |
| Financial Counselors | Dec 2023 | 39k | $4.0M |
| Waldron | Dec 2023 | 7.1k | $722k |
| Walleye Trading Advisors | Dec 2023 | 5.6k | $564k |
| Life Planning Partners | Dec 2023 | 3.8k | $387k |
| Mission Wealth Management | Dec 2023 | 2.9k | $293k |
| FC Advisory | Dec 2023 | 2.7k | $279k |
| Grant Street Asset Management | Dec 2023 | 2.3k | $232k |
| Retirement Planning Group | Dec 2023 | 2.0k | $201k |