Institutional Ownership
Van Wellington Adm #571
CUSIP 921935201MFCVWENXQ1 2026
Institutional Holders
6
13F filers
Shares Held
41.7K
Aggregate institutional
Institutional Value
$3.09M
Q1 2026
Net New Holders
-2
2 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased0
Sold out4
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 17.4K | $1.29M | 0 | Held |
| 2 | Williams Jones Wealth Management, LLC. | 8.8K | $649.7K | +8.8K | New |
| 3 | Northstar Asset Management Co | 6.1K | $451.9K | 0 | Held |
| 4 | Arvest Bank Trust Division | 4.4K | $329.2K | 0 | Held |
| 5 | Mcilrath & Eck, LLC | 4.1K | $305.9K | +4.1K | New |
| 6 | Oakworth Capital, Inc. | 912 | $67.7K | +5 | Added |