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Vanguard Wellington shares owned by Frankly Finances

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

Historical chart of Frankly Finances investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Frankly Finances

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 21k 101.58

More positions owned by Frankly Finances

Dimensional Us Equity Market Etf Marketwide Value Etf (DFUS)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate Term Bond Etf Tax Bnd Etf (BIV)
Dimensional International Val Etf Cap Vl Etf (DFIV)
Dimensional U S Small Cap Etf Cap Etf (DFAS)
Avantis All Equity Markets Etf Markets Etf (AVGE)
Avantis Emerging Markets Eq Etf Eq Etf (AVEM)
Dimensional U S Targeted Value Etf Value Etf (DFAT)
Avantis International Larg Cp Vl Etf Larg Cp Vl Etf (AVIV)
Vanguard Ftse Developed Markets Etf Markets Etf (VEA)
Avantis U S Large Cap Value Etf Value Etf (AVLV)
Vanguard Total Stock Market Etf Market Etf (VTI)
Avantis Internatnl Sml Cp Vl Etf Cp Vl Etf (AVDV)
Dimensional Us Marketwide Value Etf Market Etf (DFUV)
Van Sht Tx Expt Bnd Etf (VTES)

View all positions for Frankly Finances

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Karpus Investment Management
Gleason Group
Tiaa Trust, National Association
Seeds Investor
CI Private Wealth
Raymond James Financial
Cetera Investment Advisers
Beaird Harris Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Savant Capital Management
Stonebridge Capital Advisors
Beacon Pointe Advisors

View all funds holding Vanguard Wellington