Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Vang/Wellington Fd Inc Mutual (VWELX)
← All VWELX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2003   Q1 0 0.00 Sell 100.00% <0.01 $23.02–25.37 SEC
2002   Q4 151 <0.01 $24.56 $3,709 SEC
2002   Q3 151 <0.01 $23.34 $3,524 SEC
2002   Q2 151 <0.01 $26.47 $3,997 SEC
2002   Q1 151 <0.01 Reduce 47.93% <0.01 $26.67–28.42 $4,222 SEC
2001   Q4 290 <0.01 $27.26 $7,905 SEC
2001   Q3 290 <0.01 $26.78 $7,766 SEC
2001   Q2 290 <0.01 $28.65 $8,308 SEC
2001   Q1 290 <0.01 Add 5.84% $27.29–29.44 $8,088 SEC
2000   Q4 274 <0.01 $28.21 $7,730 SEC
2000   Q3 274 <0.01 $28.12 $7,705 SEC
2000   Q2 274 <0.01 $27,120.44 $7,431,000 SEC
2000   Q1 274 <0.01 Add 5.38% $25.34–28.27 $7,480 SEC
1999   Q4 260 <0.01 $27,961.54 $7,270,000 SEC
1999   Q3 260 <0.01 $29,150.00 $7,579,000 SEC
1999   Q2 260 <0.01 Reduce 0.38% $29.08–31.98 $8,068 SEC
1999   Q1 261 <0.01 $30.65 $8,000 SEC