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Vanguard Wellington shares owned by Francis Financial

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

Historical chart of Francis Financial investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $463k 4.6k 100.70
2023-12-31 $466k 4.6k 101.41
2023-09-30 $700k 7.1k 98.70
2023-06-30 $646k 6.4k 100.48

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

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
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington