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Eldridge Investment Advisors »

Vanguard Wellington shares owned by Eldridge Investment Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Eldridge Investment Advisors from 13F filings

Historical chart of Eldridge Investment Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Eldridge Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Eldridge Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$448k	4.4k	101.11
2024-06-30	$744k	7.4k	100.12
2024-03-31	$1.1M	11k	100.75
2023-12-31	$1.1M	10k	101.42

More positions owned by Eldridge Investment Advisors

Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)

Ishares Core S&p 500 Etf Etf (IVV)

Spdr Portfolio S&p 500 Etf Etf (SPLG)

Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)

Invesco Qqq Etf Etf (QQQ)

Jpmorgan Betabuilders Japan Etf Etf (BBJP)

First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)

Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Spdr Portfolio Aggregate Bond Etf Etf (SPAB)

Ishares Core S&p U S Value Etf Etf (IUSV)

Spdr Ssga Multi Asset Real Return Etf Etf (RLY)

Ishares Core S&p Mid Cap Etf Etf (IJH)

Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)

Spdr Intermediate Term Treasury Etf Etf (SPTI)

View all positions for Eldridge Investment Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group

Beaird Harris Wealth Management

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San Luis Wealth Advisors

Wealth Enhancement Advisory Services

Stonebridge Capital Advisors

Raymond James Financial Services Advisors

Kades & Cheifetz

Jpmorgan Chase & Co

Altiora Financial Group

Diversified Portfolios

Firestone Capital Management

View all funds holding Vanguard Wellington

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