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Vanguard Wellington shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 2.1k 101.64
2025-06-30 $214k 2.1k 101.04

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View all positions for Elser Financial Planning

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