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Vanguard Wellington shares owned by Waldron

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

Historical chart of Waldron investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $722k 7.1k 101.29

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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
Financial Counselors
Evanson Asset Management
Taylor, Cottrill, Erickson & Associates
Diversified Portfolios
Kades & Cheifetz
Sterling Financial Planning
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington