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Vanguard Wellington shares owned by Edge Capital Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Edge Capital Group from 13F filings

Historical chart of Edge Capital Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Edge Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Edge Capital Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $372k 3.7k 100.25

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Xpel Stock (XPEL)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Vulcan Matls Stock (VMC)
Ishares Core S&p 500 Etf Etf (IVV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Edge Capital Group

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Karpus Investment Management
Tiaa Trust, National Association
Seeds Investor
CI Private Wealth
Raymond James Financial
Cetera Investment Advisers
Beaird Harris Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Savant Capital Management
Stonebridge Capital Advisors
Beacon Pointe Advisors

View all funds holding Vanguard Wellington