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Vanguard Wellington shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 18k 101.42
2024-06-30 $1.4M 14k 100.07
2024-03-31 $315k 3.1k 100.70
2023-12-31 $211k 2.1k 101.39

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Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
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Vanguard Growth Etf Etf (VUG)
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Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Ishares Core S&p Us Value Etf Etf (IUSV)
Amazon Stock (AMZN)

View all positions for Creative Financial Designs

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington