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Vanguard Wellington shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $82k 1.1k 74.21
2023-12-31 $78k 1.1k 70.97
2023-09-30 $71k 1.1k 67.49
2023-06-30 $73k 1.0k 69.79
2023-03-31 $70k 1.0k 67.31
2022-12-31 $68k 1.0k 65.76
2022-09-30 $63k 969 65.02

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

Top funds holding Vanguard Wellington

Tower Bridge Advisors
North Star Asset Management
Ferguson Wellman Capital Management
Fifth Third Wealth Advisors
Livelsberger Financial Advisory
Northstar Asset Management
Grassi Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellington