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Vanguard Wellington shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 3.2k 101.58
2025-09-30 $340k 3.3k 101.93
2025-06-30 $271k 2.7k 100.93

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View all positions for Burling Wealth Partners

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
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Raymond James Financial
Karpus Investment Management
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
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