Vanguard Wellington shares owned by EnRich Financial Partners
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by EnRich Financial Partners
from 13F filings
Historical chart of EnRich Financial Partners investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington by EnRich Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $704k | 6.9k | 101.93 |
| 2025-06-30 | $702k | 7.0k | 100.93 |
| 2025-03-31 | $703k | 7.0k | 100.51 |
| 2024-12-31 | $702k | 7.0k | 100.25 |
| 2024-09-30 | $358k | 3.5k | 101.41 |
| 2024-06-30 | $354k | 3.5k | 100.06 |
| 2024-03-31 | $405k | 4.0k | 100.69 |