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Vanguard Wellington shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 11k 101.57

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JPMorgan Chase & Co. (JPM)
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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Vanguard Wellington

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View all funds holding Vanguard Wellington