DOSSIER · 13F Holders · Q2 2026
VWENX

VAN WELLINGTON ADM #571

8 institutions still hold VAN WELLINGTON ADM #571 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935201·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$13M
visible holders
Holders
8
filers reporting
Concentration
75.10%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported VWENX in Q2 2026. Wealthspire Advisors, LLC leads at 75.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$10M122K0.05%Q2 2026
02
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M17K0.05%Q4 2025
03
Williams Jones Wealth Management, LLC.
CIK 0001788587
$660K8K0.01%Q2 2026
04
Arvest Bank Trust Division
CIK 0001625959
$361K4K0.02%Q2 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$306K4K0.02%Q1 2026
06
New Hampshire Trust
CIK 0001961742
$292K4K0.06%Q2 2026
07
Grassi Investment Management
CIK 0001608531
$260K3K0.02%Q2 2025
08
Oakworth Capital, Inc.
CIK 0001588871
$74K9170.00%Q2 2026