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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
2024-09-30 $4.1M 41k 101.42
2024-06-30 $4.6M 46k 100.07

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Euro (IEUR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Select Sector Spdr Tr Energy (XLE)

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
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Kades & Cheifetz
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington