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Vanguard Wellington shares owned by Single Point Partners

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Single Point Partners from 13F filings

Historical chart of Single Point Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Single Point Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Single Point Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $993k 9.9k 100.67
2023-12-31 $979k 9.7k 101.38

More positions owned by Single Point Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Single Point Partners

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