Question 1

How many institutions own VWELX stock?

Accepted Answer

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VWELX shares is N/A, representing N/A of the company's common stock.

Question 2

Who are the major shareholders selling Vanguard Wellington Fund Investor Shares stock?

Accepted Answer

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC, in the last quarter, reduced its stake in VWELX by -100% restricting it's holding to 0 shares of worth nearly -.  also lessened -100% of the VWELX shares from its portfolio, reducing its holding to 0 shares of worth -. WESTSIDE INVESTMENT MANAGEMENT, INC. also shunned VWELX shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Question 3

Investors who are buying VWELX stock?

Accepted Answer

As per its latest 13F filing, NBT BANK N A /NY increased its stake in VWELX by 100% in the last quarter. The institutional holder raised its holding to 1.25 thousand shares having worth more than $58.99K. VERMILLION WEALTH MANAGEMENT, INC. also added 100% more shares of VWELX to its portfolio, raising its holding to 1.39 thousand shares of worth $65.32K. COSTON, MCISAAC & PARTNERS also increased its VWELX shares holding by 8.59% which brought its holding to 2.82 thousand shares worth $132.00K.

Question 4

VWELX's major insiders: who are they?

Accepted Answer

The insider with the most stakes in VWELX is N/A , N/A at the company. Additionally, VWELX stock is highly held by N/A N/A and N/A N/A among others.

Question 5

Did an insider recently sell VWELX stock?

Accepted Answer

Company executives, directors, and other insiders own N/A percent of Vanguard Wellington Fund Investor Shares's stock. Within the last six months, there have been 0 transaction(s) in which VWELX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Question 6

Which insider recently purchased VWELX stock?

Accepted Answer

There have been 0 transaction(s) during the past 6-months in which Vanguard Wellington Fund Investor Shares insiders have bought stock, totalling 0 shares

Question 7

How much of VWELX does insiders own?

Accepted Answer

Around 0 Vanguard Wellington Fund Investor Shares shares are held by insiders, which represents about N/A of VWELX stock.

Question 8

Who is the insider with the largest stake?

Accepted Answer

VWELX N/A, N/A holds the largest portfolio of the company's shares. VWELX shares owned by N/A total nearly -.

Question 9

Which institution holds the most shares in VWELX?

Accepted Answer

NBT BANK N A /NY is the largest institutional owner in VWELX which holds 1.25 thousand shares worth $58.99K or 0% of the total VWELX shares outstanding followed by VERMILLION WEALTH MANAGEMENT, INC. with ownership of 1.39 thousand shares representing 0% of the VWELX ownership. COSTON, MCISAAC & PARTNERS is the third largest stakeholder with 2.82 thousand shares or 0% of the ownership worth more than $132.00K.

Question 10

Is Vanguard Wellington Fund Investor Shares stock optionable?

Accepted Answer

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VWELX is concerned, it is a stock which is  optionable.

Question 11

Is there a short position on VWELX's shares?

Accepted Answer

Number of VWELX shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

Question 12

About how many outstanding VWELX shares are there?

Accepted Answer

As of today, N/A shares of VWELX are outstanding.

Question 13

Is there many float in VWELX stock?

Accepted Answer

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VWELX has N/A shares in float.

Question 14

VWELX short ratio: what is it?

Accepted Answer

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VWELX is N/A.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NBT BANK N A /NY	0%	1.25K	58.99K	1.25K	+100.00%
Jun 30, 2026	VERMILLION WEALTH MANAGEMENT, INC.	0%	1.39K	65.32K	1.39K	+100.00%
Jun 30, 2026	COSTON, MCISAAC & PARTNERS	0%	2.82K	132K	223	+8.59%
Jun 30, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	0	-	-175	-100.00%
Mar 31, 2026	MCILRATH & ECK, LLC	0%	23.16K	995.28K	23.16K	+100.00%
Mar 31, 2026		0%	0	-	-1.73K	-100.00%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	0	-	-529	-100.00%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	175	7.44K	0	0
Mar 31, 2026	COSTON, MCISAAC & PARTNERS	0%	2.6K	111K	-272	-9.48%
Mar 31, 2026	GARTON & ASSOCIATES FINANCIAL ADVISORS LLC	0%	0	-	-1.73K	-100.00%
Dec 31, 2025	COSTON, MCISAAC & PARTNERS	0%	2.87K	127K	249	+9.50%
Dec 31, 2025		0%	1.73K	77.11K	1.73K	+100.00%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	529	23.72K	0	0
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	175	7.73K	175	+100.00%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	0	-	-1.25K	-100.00%
Dec 31, 2024	GRASSI INVESTMENT MANAGEMENT	0%	4.82K	207K	401	+9.07%
Dec 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	2.45K	104.98K	2.45K	+100.00%
Dec 31, 2024		0%	1.15K	49.19K	1.15K	+100.00%
Dec 31, 2024	FIRST MERCHANTS CORP	0%	0	-	-4.69K	-100.00%
Dec 31, 2024	TUCKER ASSET MANAGEMENT LLC	0%	168	7.2K	168	+100.00%
Dec 31, 2024	QUEST 10 WEALTH BUILDERS, INC.	0%	1.15K	49.19K	1.15K	+100.00%
Dec 31, 2024	COSTON, MCISAAC & PARTNERS	0%	2.34K	100K	194	+9.06%
Dec 31, 2024	PSI ADVISORS, LLC	0%	0	-	-446	-100.00%
Mar 31, 2023	COSTON, MCISAAC & PARTNERS	0%	2K	78K	10	+0.50%
Mar 31, 2023	RE DICKINSON INVESTMENT ADVISORS, LLC	0%	5.98K	236K	0	0

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NBT BANK N A /NY	0%	1.25K	58.99K	1.25K	+100.00%
Jun 30, 2026	VERMILLION WEALTH MANAGEMENT, INC.	0%	1.39K	65.32K	1.39K	+100.00%
Jun 30, 2026	COSTON, MCISAAC & PARTNERS	0%	2.82K	132K	223	+8.59%
Jun 30, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	0	-	-175	-100.00%
Mar 31, 2026	MCILRATH & ECK, LLC	0%	23.16K	995.28K	23.16K	+100.00%
Mar 31, 2026		0%	0	-	-1.73K	-100.00%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	0	-	-529	-100.00%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	175	7.44K	0	0
Mar 31, 2026	COSTON, MCISAAC & PARTNERS	0%	2.6K	111K	-272	-9.48%
Mar 31, 2026	GARTON & ASSOCIATES FINANCIAL ADVISORS LLC	0%	0	-	-1.73K	-100.00%
Dec 31, 2025	COSTON, MCISAAC & PARTNERS	0%	2.87K	127K	249	+9.50%
Dec 31, 2025		0%	1.73K	77.11K	1.73K	+100.00%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	529	23.72K	0	0
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0%	175	7.73K	175	+100.00%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	0	-	-1.25K	-100.00%
Dec 31, 2024	GRASSI INVESTMENT MANAGEMENT	0%	4.82K	207K	401	+9.07%
Dec 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	2.45K	104.98K	2.45K	+100.00%
Dec 31, 2024		0%	1.15K	49.19K	1.15K	+100.00%
Dec 31, 2024	FIRST MERCHANTS CORP	0%	0	-	-4.69K	-100.00%
Dec 31, 2024	TUCKER ASSET MANAGEMENT LLC	0%	168	7.2K	168	+100.00%
Dec 31, 2024	QUEST 10 WEALTH BUILDERS, INC.	0%	1.15K	49.19K	1.15K	+100.00%
Dec 31, 2024	COSTON, MCISAAC & PARTNERS	0%	2.34K	100K	194	+9.06%
Dec 31, 2024	PSI ADVISORS, LLC	0%	0	-	-446	-100.00%
Mar 31, 2023	COSTON, MCISAAC & PARTNERS	0%	2K	78K	10	+0.50%
Mar 31, 2023	RE DICKINSON INVESTMENT ADVISORS, LLC	0%	5.98K	236K	0	0

VWELX Stock Ownership Breakdown

Vanguard Wellington Fund Investor Shares

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions