VWENX VAN WELLINGTON ADM #571: institutional ownership and insider trading

8 funds reported holding $13.2M of VAN WELLINGTON ADM #571 in their latest 13F filings; in Q2 2026 funds net bought $9.60M, with 2 new positions and 1 funds selling out.

Largest institutional holders of VWENX

  1. Wealthspire Advisors, LLC — $9.94M
  2. NORTH STAR ASSET MANAGEMENT INC — $1.33M
  3. Williams Jones Wealth Management, LLC. — $660K
  4. Arvest Bank Trust Division — $361K
  5. McIlrath & Eck, LLC — $306K
  6. New Hampshire Trust — $290K
  7. Grassi Investment Management — $260K
  8. Oakworth Capital, Inc. — $74.2K

All VWENX 13F holders