3 institutions reported holding $256,308 of VANGUARD WELLINGTON INV (VWELX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($132,000), Vermillion Wealth Management, Inc. ($65,321), NBT BANK N A /NY ($58,987). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $132,000 | 2,820 | Added |
| 2 | Vermillion Wealth Management, Inc. | $65,321 | 1,387 | New |
| 3 | NBT BANK N A /NY | $58,987 | 1,253 | New |
Source: SEC Form 13F filings · as of 2026-06-30