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Vanguard Wellington shares owned by Eaton-Cambridge

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

Historical chart of Eaton-Cambridge investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Eaton-Cambridge consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Eaton-Cambridge

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 13k 101.93
2025-06-30 $577k 5.7k 100.93
2025-03-31 $574k 5.7k 100.51

More positions owned by Eaton-Cambridge

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Wellington Short Trm Tax Ex (VTES)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Eaton-Cambridge

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Bedel Financial Consulting
CI Private Wealth
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Cetera Investment Advisers
Beaird Harris Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Savant Capital Management
Stonebridge Capital Advisors

View all funds holding Vanguard Wellington