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Get Institutions for : 
Vanguard Wellington Fund (VWEN.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    0
Total shares held : 
53,997  
% of shares held : 
6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-1,932  
% of shares held change : 
  -0.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 2,964
 5.49%
 
Increased Positions :
4
 940
 1.74%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-2,757
-5.11%
 
Closed Positions :
1
-3,079
-5.7%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TOWER BRIDGE ADVISORS 120 - 2023-12-31 19,373 $1,383,000 49
   NORTH STAR ASSET MANAGEMENT INC 151 - 2023-12-31 18,158 $1,297,000 656
   GOFEN & GLOSSBERG LLC /IL/ 263 - 2022-12-31 11,893 $789,000 -392
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 234 - 2024-03-31 7,506 $563,000 247
   Fifth Third Wealth Advisors LLC 144 *New 2024-03-31 7,422 $556,000 7,422
   Livelsberger Financial Advisory 28 - 2023-12-31 5,771 $412,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 104 - 2024-03-31 5,144 $386,000 0
   Grassi Investment Management 114 - 2024-03-31 2,980 $223,000 16
   Coston McIsaac & Partners 159 - 2024-03-31 1,105 $82,000 6

  9 Records found
  1    
  Page 1 of 1
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