10 institutions reported holding $3.1M of VAN WELLINGTON ADM #571 (VWENX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($1.3M), Williams Jones Wealth Management, LLC. ($649,745), NORTHSTAR ASSET MANAGEMENT Co ($451,922), Arvest Bank Trust Division ($329,211), McIlrath & Eck, LLC ($305,915). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 17,390 | Hold |
| 2 | Williams Jones Wealth Management, LLC. | $649,745 | 8,757 | New |
| 3 | NORTHSTAR ASSET MANAGEMENT Co | $451,922 | 6,091 | Hold |
| 4 | Arvest Bank Trust Division | $329,211 | 4,436 | Hold |
| 5 | McIlrath & Eck, LLC | $305,915 | 4,123 | New |
| 6 | OAKWORTH CAPITAL, INC. | $67,701 | 912 | Added |
| 7 | Fifth Third Wealth Advisors LLC | $0 | 0 | Exited |
| 8 | TOWER BRIDGE ADVISORS | $0 | 0 | Exited |
| 9 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 10 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31