Vanguard Wellington shares owned by Family Firm
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Family Firm consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $205k | 2.0k | 100.26 |
| 2024-09-30 | $206k | 2.0k | 101.42 |
| 2024-06-30 | $201k | 2.0k | 100.07 |