Vanguard Wellington shares owned by Burney Co/
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Burney Co/
from 13F filings
Historical chart of Burney Co/ investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 12k | 101.58 |
| 2025-09-30 | $1.1M | 11k | 101.93 |
| 2025-06-30 | $1.5M | 15k | 100.93 |
| 2025-03-31 | $268k | 2.7k | 100.51 |