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Vanguard Wellington shares owned by Firestone Capital Management

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

Historical chart of Firestone Capital Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Firestone Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 17k 101.41
2023-09-30 $285k 2.9k 98.69
2023-06-30 $240k 2.4k 100.51

More positions owned by Firestone Capital Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Firestone Capital Management

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Diversified Portfolios
Kades & Cheifetz
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington