6 institutions reported holding $1.1M of VANGUARD WELLINGTON INV (VWELX) in SEC 13F filings for 2026-03-31. Largest institutional holders: McIlrath & Eck, LLC ($995,281), Coston, McIsaac & Partners ($111,000), SIMPLEX TRADING, LLC ($39,420), Westside Investment Management, Inc. ($0), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | $995,281 | 23,157 | New |
| 2 | Coston, McIsaac & Partners | $111,000 | 2,597 | Trimmed |
| 3 | SIMPLEX TRADING, LLC | $39,420 | 200 | New |
| 4 | Westside Investment Management, Inc. | $0 | 0 | Exited |
| 5 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31