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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921935201

VANGUARD WELLINGTON ADMIRAL

22 institutions · $9.8M total · 156,188 shares

#ManagerSharesValue% of TotalPeriod
1Tradewinds, LLC.31,144$2.2M19.94%2023-03-31
2Fifth Third Wealth Advisors LLC21,135$1.6M13.53%2025-12-31
3NORTH STAR ASSET MANAGEMENT INC17,390$1.3M11.13%2025-12-31
4Financial Gravity Asset Management, Inc.11,911$978.7K7.62%2025-09-30
5Redwood Wealth Management Group, LLC10,326$805.9K6.61%2025-06-30
6TOWER BRIDGE ADVISORS7,201$555.8K4.61%2025-12-31
7NORTHSTAR ASSET MANAGEMENT LLC6,091$470.1K3.89%2025-12-31
8FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,058$467.6K3.87%2025-12-31
9Livelsberger Financial Advisory5,771$412.1K3.69%2024-03-31
10Arvest Bank Trust Division4,436$342.5K2.84%2025-12-31
11Fulton Bank, N.A.3,079$209.6K1.97%2023-12-31
12Westside Investment Management, Inc.2,167$157.3K1.38%2025-03-31
13Oakworth Capital, Inc.907$70.0K0.58%2025-12-31
14Kohmann Bosshard Financial Services, LLC750$57.9K0.48%2025-12-31
15TUCKER ASSET MANAGEMENT LLC487$36.0K0.31%2024-12-31
16GOFEN & GLOSSBERG LLC /IL/11,893$7897.61%2023-03-31
17Wallington Asset Management, LLC5,424$3703.47%2023-06-30
18Grassi Investment Management3,326$2602.12%2025-06-30
19First Fiduciary Investment Counsel, Inc.3,138$2512.00%2024-09-30
20RE Dickinson Investment Advisors, LLC2,960$2091.89%2023-09-30
21Coston, McIsaac & Partners593$430.37%2024-12-31
22Brooklyn Investment Group1$240.00%2025-06-30