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Vanguard Wellington shares owned by Cardiff Park Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Cardiff Park Advisors from 13F filings

Historical chart of Cardiff Park Advisors investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Cardiff Park Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Cardiff Park Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 101.93
2025-06-30 $1.5M 14k 100.93
2025-03-31 $1.4M 14k 100.51
2024-12-31 $1.5M 15k 100.25
2024-09-30 $716k 7.1k 101.42