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Vanguard Wellington shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by BOS Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 2.0k 101.57
2025-09-30 $203k 2.0k 101.93
2025-06-30 $201k 2.0k 100.93

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Actively Managed Exc Total Return (GTO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for BOS Asset Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Seeds Investor
Bedel Financial Consulting
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Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors

View all funds holding Vanguard Wellington