Grassi Investment Management - Vanguard/Wellington Fd ownership

Vanguard/Wellington Fd's ticker is and the CUSIP is 921935102. A total of 4 filers reported holding Vanguard/Wellington Fd in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Grassi Investment Management ownership history of Vanguard/Wellington Fd
ValueSharesWeighting
Q4 2020$218,000
-6.8%
4,925
-15.6%
0.03%
-20.0%
Q1 2019$234,000
-32.0%
5,838
-30.4%
0.04%
-42.6%
Q2 2017$344,000
+2.7%
8,392
+0.7%
0.06%
+5.2%
Q1 2017$335,000
+3.4%
8,336
+0.6%
0.06%
-1.7%
Q4 2016$324,000
+3.2%
8,287
+2.6%
0.06%0.0%
Q3 2016$314,000
+2.6%
8,080
+0.6%
0.06%
+1.7%
Q2 2016$306,000
-11.6%
8,028
-14.3%
0.06%
-20.5%
Q3 2015$346,000
+18.5%
9,364
+24.3%
0.07%
+32.7%
Q2 2015$292,000
-0.7%
7,534
+0.6%
0.06%0.0%
Q1 2015$294,000
+1.0%
7,488
+0.6%
0.06%
+7.8%
Q4 2014$291,000
+2.8%
7,444
+4.5%
0.05%
-5.6%
Q3 2014$283,000
+0.4%
7,122
+0.6%
0.05%
-12.9%
Q2 2014$282,0007,0800.06%
Other shareholders
Vanguard/Wellington Fd shareholders Q2 2014
NameSharesValueWeighting ↓
RNC CAPITAL MANAGEMENT LLC 9,163$445,0000.02%
MOTCO 4,644$226,0000.02%
NORTH STAR ASSET MANAGEMENT INC 4,468$217,0000.01%
True Link Financial Advisors, LLC 712$35,0000.01%
View complete list of Vanguard/Wellington Fd shareholders