SEC 13F Intelligence

VWELXVANGUARD WELLINGTON FUND

CUSIP 921935102 · Yahoo Finance ↗ · Google Finance ↗

Vanguard Wellington Fund (VWELX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 25.8K shares worth $1M as of Q1 2026. The largest reported holders are Mcilrath & Eck, LLC, Grassi Investment Management, and Coston, Mcisaac & Partners.

Institutional Holders
2
Q1 2026
Reported Value
$1M
Ticker
VWELX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 3Q2 ’19Q3 ’19: 3Q4 ’19: 3Q1 ’20: 3Q2 ’20: 2Q2 ’20Q3 ’20: 2Q4 ’20: 5Q1 ’21: 3Q2 ’21: 3Q2 ’21Q3 ’21: 4Q4 ’21: 6Q1 ’22: 2Q2 ’22: 1Q2 ’22Q3 ’22: 1Q4 ’22: 2Q1 ’23: 3Q2 ’23: 3Q2 ’23Q3 ’23: 2Q4 ’23: 3Q1 ’24: 1Q2 ’24: 1Q2 ’24Q3 ’24: 4Q4 ’24: 5Q1 ’25: 4Q2 ’25: 4Q2 ’25Q3 ’25: 3Q4 ’25: 4Q1 ’26: 2filingsflow.com
Total reported value
Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $484,000Q2 ’21: $479,000Q2 ’21Q3 ’21: $923,000Q4 ’21: $2MQ1 ’22: $475,000Q2 ’22: $226,000Q2 ’22Q3 ’22: $71,000Q4 ’22: $306,000Q1 ’23: $327,576Q2 ’23: $339,803Q2 ’23Q3 ’23: $10MQ4 ’23: $244,920Q1 ’24: $91,000Q2 ’24: $94,000Q2 ’24Q3 ’24: $541,680Q4 ’24: $468,372Q1 ’25: $446,559Q2 ’25: $401,609Q2 ’25Q3 ’25: $208,736Q4 ’25: $235,560Q1 ’26: $1Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
McIlrath & Eck, LLC$1.3B AUM0.07%$995,28123.2KQ1 2026
Grassi Investment Management$1.3B AUM0.02%$221,0004.9KQ2 2025OLDER
Coston, McIsaac & Partners$443M AUM0.03%$111,0002.6KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.04%$77,1091.7KQ4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.02%$59,4711.3KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$39,716879Q2 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$23,718529Q4 2025OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$7,733175Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.