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Vanguard Wellington shares owned by Cassilly Financial Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Cassilly Financial Group from 13F filings

Historical chart of Cassilly Financial Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Cassilly Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $226k 2.3k 98.60

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Acwi Ex Us (ACWX)

View all positions for Cassilly Financial Group

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