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Vanguard Wellington shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 350 101.57

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
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Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

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
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Savant Capital Management
Beacon Pointe Advisors
Stonebridge Capital Advisors

View all funds holding Vanguard Wellington