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Vanguard Wellington shares owned by Evanson Asset Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Evanson Asset Management from 13F filings

Historical chart of Evanson Asset Management investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Evanson Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 26k 101.42
2024-06-30 $2.6M 26k 100.07
2024-03-31 $2.5M 25k 100.70
2023-12-31 $497k 4.9k 101.41