VANGUARD WELLINGTON ADMIRAL VWENX
MFC · Open-End Fund · CUSIP 921935201
6
institutional holders
+0 vs Q1 2026
155.7k
shares reported held*
$12.7mreported value*
2 new
1 added
2 reduced
1 sold out
net bought ≈ $9.6m (+118.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $81.30.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 5 |
| Q4 2022 | 8 |
| Q1 2023 | 7 |
| Q2 2023 | 5 |
| Q3 2023 | 6 |
| Q4 2023 | 7 |
| Q1 2024 | 7 |
| Q2 2024 | 7 |
| Q3 2024 | 8 |
| Q4 2024 | 9 |
| Q1 2025 | 6 |
| Q2 2025 | 6 |
| Q3 2025 | 7 |
| Q4 2025 | 8 |
| Q1 2026 | 6 |
| Q2 2026 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 4 | 2 |
| Q4 2024 | 8 | 2 |
| Q1 2025 | 4 | 5 |
| Q2 2025 | 3 | 1 |
| Q3 2025 | 3 | 3 |
| Q4 2025 | 6 | 2 |
| Q1 2026 | 3 | 4 |
| Q2 2026 | 3 | 3 |
Biggest buyers
| Wealthspire Advisors, LLC | New | +122.2k |
| New Hampshire Trust | New | +3.6k |
| OAKWORTH CAPITAL, INC. | Added | +5 |
Biggest sellers
| NORTHSTAR ASSET MANAGEMENT Co | Sold out | -6.1k |
| NORTH STAR ASSET MANAGEMENT INC | Reduced | -1.0k |
| Williams Jones Wealth Management, LLC. | Reduced | -638 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Wealthspire Advisors, LLC 0.05% of their portfolio | 122.2k $9.9m | New |
| NORTH STAR ASSET MANAGEMENT INC 0.05% of their portfolio | 16.4k $1.3m | Reduced -1.0k |
| Williams Jones Wealth Management, LLC. 0.01% of their portfolio | 8.1k $660.0k | Reduced -638 |
| Arvest Bank Trust Division 0.02% of their portfolio | 4.4k $360.7k | Unchanged |
| New Hampshire Trust 0.06% of their portfolio | 3.6k $291.7k | New |
| OAKWORTH CAPITAL, INC. 0.00% of their portfolio | 917 $74.2k | Added +5 |