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Vanguard Wellington shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 27k 101.31

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

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