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Vanguard Wellington shares owned by Asset Planning Corporation

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

Historical chart of Asset Planning Corporation investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 5.2k 101.93
2025-06-30 $215k 2.1k 100.91

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View all positions for Asset Planning Corporation

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington