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 Q4 2021. 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
Q2 2024$229
+2.7%
2,998
+0.6%
0.02%0.0%
Q1 2024$223
+5.2%
2,980
+0.5%
0.02%
-9.1%
Q4 2023$212
-99.9%
2,964
+14.6%
0.02%
+4.8%
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 Q4 2021
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 78,589$5,557,0000.79%
TOWER BRIDGE ADVISORS 5,755$406,912,0000.05%
Arvest Bank Trust Division 5,780$409,0000.03%
FULTON BANK, N.A. 4,979$352,0000.03%
GOFEN & GLOSSBERG LLC /IL/ 9,229$653,0000.02%
TOCQUEVILLE ASSET MANAGEMENT L.P. 3,497$247,0000.00%
Fisher Asset Management, LLC 6,920$489,0000.00%
View complete list of Vanguard Wellington Fd shareholders