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Vanguard Wellington shares owned by Diversified Portfolios

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Diversified Portfolios from 13F filings

Historical chart of Diversified Portfolios investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Diversified Portfolios consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 30k 101.42
2024-06-30 $3.1M 31k 100.07
2024-03-31 $3.8M 38k 100.70
2023-12-31 $2.1M 20k 101.41