13FBOX
VANGUARD WELLINGTON INV · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD WELLINGTON INV

VWELX
Institutions
3
Combined AUM (Q2 2026)
$257,090
Combined Shares (Q2 2026)
5,460
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,863
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23,157
1 · 1 Exit · ≈
⚖️ Net
-20,294
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$257,090
Institutions
3
New Buys
2
Adds
1
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.03%0.03%#1$132,7822,820$111,0002,597+223+8.59%Add
Vermillion Wealth Management, Inc.
0.02%#2$65,3211,387$00+1,387New Buy
NBT BANK, N.A.
<0.01%#3$58,9871,253$00+1,253New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow