Grassi Investment Management - Vanguard Wellington Fd ownership

Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 6 filers reported holding Vanguard Wellington Fd in Q3 2023. 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
Q1 2022$202,000
-6.5%
2,586
+0.4%
0.02%
-4.5%
Q4 2021$216,000
+7.5%
2,575
+7.3%
0.02%
-4.3%
Q3 2021$201,0002,3990.02%
Other shareholders
Vanguard Wellington Fd shareholders Q3 2023
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 53,644$4,109,0000.50%
TOWER BRIDGE ADVISORS 7,437$569,693,0000.05%
GOFEN & GLOSSBERG LLC /IL/ 11,762$901,0000.02%
View complete list of Vanguard Wellington Fd shareholders