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Wednesday, July 29, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
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13F
/
CUSIP
/
921935201
CUSIP 921935201
VANGUARD WELLINGTON ADMIRAL
22 institutions · $9.8M total · 156,188 shares
#
Manager
Shares
Value
% of Total
Period
1
Tradewinds, LLC.
31,144
$2.2M
19.94%
2023-03-31
2
Fifth Third Wealth Advisors LLC
21,135
$1.6M
13.53%
2025-12-31
3
NORTH STAR ASSET MANAGEMENT INC
17,390
$1.3M
11.13%
2025-12-31
4
Financial Gravity Asset Management, Inc.
11,911
$978.7K
7.62%
2025-09-30
5
Redwood Wealth Management Group, LLC
10,326
$805.9K
6.61%
2025-06-30
6
TOWER BRIDGE ADVISORS
7,201
$555.8K
4.61%
2025-12-31
7
NORTHSTAR ASSET MANAGEMENT LLC
6,091
$470.1K
3.89%
2025-12-31
8
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
6,058
$467.6K
3.87%
2025-12-31
9
Livelsberger Financial Advisory
5,771
$412.1K
3.69%
2024-03-31
10
Arvest Bank Trust Division
4,436
$342.5K
2.84%
2025-12-31
11
Fulton Bank, N.A.
3,079
$209.6K
1.97%
2023-12-31
12
Westside Investment Management, Inc.
2,167
$157.3K
1.38%
2025-03-31
13
Oakworth Capital, Inc.
907
$70.0K
0.58%
2025-12-31
14
Kohmann Bosshard Financial Services, LLC
750
$57.9K
0.48%
2025-12-31
15
TUCKER ASSET MANAGEMENT LLC
487
$36.0K
0.31%
2024-12-31
16
GOFEN & GLOSSBERG LLC /IL/
11,893
$789
7.61%
2023-03-31
17
Wallington Asset Management, LLC
5,424
$370
3.47%
2023-06-30
18
Grassi Investment Management
3,326
$260
2.12%
2025-06-30
19
First Fiduciary Investment Counsel, Inc.
3,138
$251
2.00%
2024-09-30
20
RE Dickinson Investment Advisors, LLC
2,960
$209
1.89%
2023-09-30
21
Coston, McIsaac & Partners
593
$43
0.37%
2024-12-31
22
Brooklyn Investment Group
1
$24
0.00%
2025-06-30