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Vanguard Wellington shares owned by Aspire Private Capital

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

Historical chart of Aspire Private Capital investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Aspire Private Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 28k 101.57
2025-09-30 $2.8M 28k 101.93
2025-06-30 $2.2M 22k 100.93
2025-03-31 $1.2M 12k 100.51

More positions owned by Aspire Private Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Tr State Street Fix (FISR)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Us (XLSR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Aspire Private Capital

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington