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
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Quarterly reported holdings in Vanguard Wellington by Diversified Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 20k | 101.93 |
| 2025-06-30 | $2.1M | 21k | 100.93 |
| 2025-03-31 | $2.0M | 20k | 100.51 |
| 2024-12-31 | $2.5M | 25k | 100.25 |
| 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 |