Vanguard Wellington shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 101.92 |
| 2025-06-30 | $1.3M | 13k | 100.93 |
| 2025-03-31 | $1.3M | 13k | 100.51 |
| 2024-12-31 | $1.1M | 11k | 100.25 |
| 2024-09-30 | $1.1M | 11k | 101.42 |
| 2024-03-31 | $380k | 3.8k | 100.69 |