VWENX institutional holders
VAN WELLINGTON ADM #571 · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 155,661 |
| Reported value | $12.7m |
| Quarter flows | 2 new, 1 added, 2 trimmed, 2 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Wealthspire Advisors, LLC | 122,224 | $9.9m | 0.1% |
| NORTH STAR ASSET MANAGEMENT INC | 16,377 | $1.3m | 0.1% |
| Williams Jones Wealth Management, LLC. | 8,119 | $660,034 | 0.0% |
| Arvest Bank Trust Division | 4,436 | $360,713 | 0.0% |
| New Hampshire Trust | 3,588 | $291,711 | 0.1% |
| OAKWORTH CAPITAL, INC. | 917 | $74,244 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VWENX"). VWENX price history · All 13F data