CUSIP 921935102
VANGUARD WELLINGTON INV
15 institutions · $951.8K total · 35,297 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Livelsberger Financial Advisory | 6,710 | $277.5K | 19.01% | 2024-03-31 |
| 2 | FIRST MERCHANTS CORP | 4,686 | $217.0K | 13.27% | 2024-09-30 |
| 3 | Strategic Investment Solutions, Inc. /IL | 3,749 | $156.4K | 10.62% | 2023-12-31 |
| 4 | Garton & Associates Financial Advisors LLC | 1,725 | $77.1K | 4.88% | 2025-12-31 |
| 5 | Vermillion Wealth Management, Inc. | 1,250 | $59.5K | 3.54% | 2025-09-30 |
| 6 | Quest 10 Wealth Builders, Inc. | 1,148 | $49.2K | 3.25% | 2024-12-31 |
| 7 | Brooklyn Investment Group | 879 | $39.7K | 2.49% | 2025-06-30 |
| 8 | Westside Investment Management, Inc. | 529 | $23.7K | 1.49% | 2025-12-31 |
| 9 | PSI Advisors, LLC | 446 | $20.6K | 1.26% | 2024-09-30 |
| 10 | CHESAPEAKE ASSET MANAGEMENT LLC | 476 | $19.5K | 1.34% | 2025-12-31 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 168 | $7.2K | 0.47% | 2024-12-31 |
| 12 | Kohmann Bosshard Financial Services, LLC | 87 | $3.9K | 0.24% | 2025-12-31 |
| 13 | RE Dickinson Investment Advisors, LLC | 5,976 | $244 | 16.93% | 2023-09-30 |
| 14 | Grassi Investment Management | 4,877 | $221 | 13.81% | 2025-06-30 |
| 15 | Coston, McIsaac & Partners | 2,591 | $115 | 7.34% | 2025-12-31 |