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Vanguard Wellington shares owned by Boston Family Office

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Boston Family Office from 13F filings

Historical chart of Boston Family Office investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Boston Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Boston Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 2.3k 101.78
2025-06-30 $227k 2.3k 100.89

More positions owned by Boston Family Office

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Visa Inc. Class A Com Cl A (V)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Union Pacific Corporation (UNP)
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)
S&p Global (SPGI)
NVIDIA Corporation (NVDA)
Rockwell Automation (ROK)
Ecolab (ECL)
Stryker Corporation (SYK)
Palo Alto Networks (PANW)

View all positions for Boston Family Office

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