Carmichael Hill & Associates »

Vanguard Wellington shares owned by Carmichael Hill & Associates

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Carmichael Hill & Associates from 13F filings

Historical chart of Carmichael Hill & Associates investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Carmichael Hill & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by Carmichael Hill & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 299 101.42

More positions owned by Carmichael Hill & Associates

Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Call Call Option (Principal) (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Call Call Option (Principal) (GOOGL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Carmichael Hill & Associates

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Life Planning Partners
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Firestone Capital Management

View all funds holding Vanguard Wellington