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Vanguard Wellington shares owned by Watchman Group

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

Historical chart of Watchman Group investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Watchman Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $808k 8.0k 100.70
2023-09-30 $695k 7.0k 98.70
2023-06-30 $696k 6.9k 100.48

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Intl Core Equity (DFIC)
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Ea Series Trust Freedom 100 Em (FRDM)
Microsoft Corporation (MSFT)
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Stryker Corporation (SYK)
Lowe's Companies (LOW)
Paccar (PCAR)
Intuit (INTU)

View all positions for Watchman Group

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