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Vanguard Wellington shares owned by Sinecera Capital

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

Historical chart of Sinecera Capital investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Sinecera Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $784k 7.8k 100.70
2023-12-31 $653k 6.4k 101.41

More positions owned by Sinecera Capital

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Global Mater Etf (MXI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Energy Etf (VDE)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Ishares Gold Tr Shares Represent (IAUM)
Fidelity Covington Trust Msci Energy Idx (FENY)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sinecera Capital

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
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