Cornerstone Financial Management »

Vanguard Wellington shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Cornerstone Financial Management 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 Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $576k 5.7k 101.14

More positions owned by Cornerstone Financial Management

Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mega Cap Value Etf Etf (MGV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Mid-cap Etf Etf (VO)

View all positions for Cornerstone Financial Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington