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Vanguard Wellington shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Kades & Cheifetz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 37k 100.70
2023-12-31 $2.0M 20k 101.41

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)

View all positions for Kades & Cheifetz

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington