JNB Advisors »

Vanguard Wellington shares owned by JNB Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by JNB Advisors from 13F filings

Historical chart of JNB Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by JNB Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 16k 100.70

More positions owned by JNB Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr S&p 500 Etf Trust Etf (SPY)
Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Capital Investment Services of America
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James & Associates
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport
JNB Advisors

View all funds holding Vanguard Wellington