New Hampshire Trust VWENX β€” VANGUARD WELLINGTON FD ADMIRAL

Ownership history in New Hampshire Trust  Β·  1 quarter on record

AI Ownership Summary

New Hampshire Trust reported VANGUARD WELLINGTON FD ADMIRAL (VWENX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows VWENX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VWENX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Hampshire Trust's position in VANGUARD WELLINGTON FD ADMIRAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VWENX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Hampshire Trust held VWENX β€” position size vs. price
% of Fund (quarterly)    VWENX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,588 β€” β€” 0.06% $292K 2026-07-27 $79.71

🏒 Other funds also holding VWENX

As of 2026 Q2 β€” sorted by position size

Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About New Hampshire Trust and VWENX

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Hampshire Trust reported owning VWENX?

New Hampshire Trust reported VWENX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VWENX position in New Hampshire Trust's portfolio?

The largest reported portfolio weight for VWENX was 0.06% in 2026 Q2.

What is the latest reported VWENX position on this page?

The most recent filing on this page is 2026 Q2, when New Hampshire Trust reported 3,588 shares, equal to 0.06% of portfolio, with an estimated market value of $292K.

What does the chart on this VWENX ownership page compare?

The chart compares New Hampshire Trust's quarterly VWENX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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