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Vanguard Wellington shares owned by GEN Financial Management

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

Historical chart of GEN Financial Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 14k 101.14

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust State Street Spd (SLYG)
Spdr Series Trust State Street Spd (MDYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for GEN Financial Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington