Vanguard Wellington shares owned by Essex Financial Services
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 2.3k | 101.92 |
| 2025-06-30 | $396k | 3.9k | 100.93 |
| 2025-03-31 | $821k | 8.2k | 100.51 |
| 2024-12-31 | $849k | 8.5k | 100.25 |
| 2024-09-30 | $863k | 8.6k | 100.87 |
| 2024-06-30 | $432k | 4.3k | 100.69 |