7 institutions reported holding $12.7M of VAN WELLINGTON ADM #571 (VWENX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($9.9M), NORTH STAR ASSET MANAGEMENT INC ($1.3M), Williams Jones Wealth Management, LLC. ($660,034), Arvest Bank Trust Division ($360,713), New Hampshire Trust ($291,711). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $9.9M | 122,224 | New |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 16,377 | Trimmed |
| 3 | Williams Jones Wealth Management, LLC. | $660,034 | 8,119 | Trimmed |
| 4 | Arvest Bank Trust Division | $360,713 | 4,436 | Hold |
| 5 | New Hampshire Trust | $291,711 | 3,588 | New |
| 6 | OAKWORTH CAPITAL, INC. | $74,244 | 917 | Added |
| 7 | NORTHSTAR ASSET MANAGEMENT Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30