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Vanguard Wellington shares owned by Act Wealth Management

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

Historical chart of Act Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Act Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 6.1k 101.42

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Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
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Select Sector Spdr Tr Financial (XLF)
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Select Sector Spdr Tr Energy (XLE)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Act Wealth Management

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
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San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Kades & Cheifetz
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington