DOSSIER · 13F Holders · Q1 2026
VWELX

VANGUARD WELLINGTON INV

5 institutions still hold VANGUARD WELLINGTON INV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935102·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1M
visible holders
Holders
5
filers reporting
Concentration
67.82%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported VWELX in Q1 2026. McIlrath & Eck, LLC leads at 67.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$995K23K0.07%Q1 2026
02
Grassi Investment Management
CIK 0001608531
$221K5K0.02%Q2 2025
03
Coston, McIsaac & Partners
CIK 0001945037
$127K3K0.03%Q4 2025
04
Vermillion Wealth Management, Inc.
CIK 0001737012
$65K1K0.02%Q2 2026
05
NBT BANK N A /NY
CIK 0000898413
$59K1K0.00%Q2 2026