VWENX

Institutional Ownership

Top 13 Institutional Holders
HolderSharesDateChange% Held
Wealthspire Advisors, LLC122.22KJun 30, 26+122.22K0.01%
NORTH STAR ASSET MANAGEMENT INC16.38KJun 30, 26-1.01K0.00%
Williams Jones Wealth Management, LLC.8.12KJun 30, 26-6380.00%
Arvest Bank Trust Division4.44KJun 30, 26--0.00%
New Hampshire Trust3.59KJun 30, 26+3.59K0.00%
Oakworth Capital, Inc.917Jun 30, 26+50.00%
NORTHSTAR ASSET MANAGEMENT LLC--Jun 30, 26-6.09K--
Kohmann Bosshard Financial Services, LLC--Jun 30, 26-780--
McIlrath & Eck, LLC4.12KMar 31, 26+4.12K0.00%
Grassi Investment Management3.33KJun 30, 25+190.00%
GOFEN & GLOSSBERG LLC /IL/11.89KDec 31, 22-3920.00%
55I, LLC--Sep 30, 22-3.98K--
SOUTH TEXAS MONEY MANAGEMENT LTD4.55KSep 30, 19--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.