VWENX — Vanguard Wellington Fd Institutional Holders · Q2 2026
Who owns Vanguard Wellington Fd (VWENX)? 8 institutions reported holding $12.68M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($9.9M), North Star Asset Management Inc ($1.3M), Williams Jones Wealth Management, LLC. ($660,034).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $9.9M | 122,224 | New |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 16,377 | Trimmed |
| 3 | Williams Jones Wealth Management, LLC. | $660,034 | 8,119 | Trimmed |
| 4 | Arvest Bank Trust Division | $360,713 | 4,436 | Hold |
| 5 | New Hampshire Trust | $291,711 | 3,588 | New |
| 6 | OAKWORTH CAPITAL, INC. | $74,244 | 917 | Added |
| 7 | SIMPLEX TRADING, LLC | $24,951 | 100 | Trimmed |
| 8 | NORTHSTAR ASSET MANAGEMENT Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30