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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
2024-09-30 $863k 8.6k 100.87
2024-06-30 $432k 4.3k 100.69