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Vanguard Wellington shares owned by Donalies Financial Planning

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

Historical chart of Donalies Financial Planning investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Donalies Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $379k 3.7k 101.14

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Top funds holding Vanguard Wellington

Mercer Global Advisors
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