Burton Enright Welch »

Vanguard Wellington shares owned by Burton Enright Welch

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Burton Enright Welch from 13F filings

Historical chart of Burton Enright Welch investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Burton Enright Welch consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Burton Enright Welch

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 26k 101.58

More positions owned by Burton Enright Welch

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Chevron Corporation (CVX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Burton Enright Welch

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Karpus Investment Management
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
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

View all funds holding Vanguard Wellington