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Vanguard Wellington shares owned by GenTrust

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

Historical chart of GenTrust investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by GenTrust

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 46k 100.07

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Euro (IEUR)
Global X Fds Us Infr Dev Etf (PAVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Energy (XLE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for GenTrust

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Capital Investment Services of America
Wealth Enhancement Advisory Services
San Luis Wealth Advisors
Stonebridge Capital Advisors
Raymond James & Associates
GenTrust
Kades & Cheifetz
Altiora Financial Group
Jpmorgan Chase & Co
Diversified Portfolios
Firestone Capital Management
Taylor, Cottrill, Erickson & Associates

View all funds holding Vanguard Wellington