VWENX — Vanguard Wellington Fd 机构持仓 · 2026年Q2
谁持有 Vanguard Wellington Fd(VWENX)?2026年Q2(报告期截至 2026-06-30)共有 8 家机构在 SEC 13F 申报中报告持有,合计 1,268.00 万美元。前几大持有机构:Wealthspire Advisors, LLC(990.00 万美元)、North Star Asset Management Inc(130.00 万美元)、Williams Jones Wealth Management, LLC.(66.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $9.9M | 122,224 | 新建仓 |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 16,377 | 减持 |
| 3 | Williams Jones Wealth Management, LLC. | $660,034 | 8,119 | 减持 |
| 4 | Arvest Bank Trust Division | $360,713 | 4,436 | 持平 |
| 5 | New Hampshire Trust | $291,711 | 3,588 | 新建仓 |
| 6 | OAKWORTH CAPITAL, INC. | $74,244 | 917 | 增持 |
| 7 | SIMPLEX TRADING, LLC | $24,951 | 100 | 减持 |
| 8 | NORTHSTAR ASSET MANAGEMENT Co | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30