Vanguard Wellington shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 23k | 101.92 |
| 2025-06-30 | $2.4M | 24k | 100.93 |
| 2025-03-31 | $266k | 2.6k | 100.50 |
| 2024-12-31 | $265k | 2.6k | 100.24 |
| 2024-09-30 | $201k | 2.0k | 101.42 |
| 2024-06-30 | $273k | 2.7k | 100.08 |
| 2024-03-31 | $253k | 2.5k | 100.70 |
| 2023-12-31 | $254k | 2.5k | 101.40 |