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 |
|---|---|---|---|
| 2025-09-30 | $2.3M | 22k | 101.93 |
| 2025-06-30 | $2.4M | 24k | 100.93 |
| 2025-03-31 | $3.4M | 34k | 100.51 |
| 2024-12-31 | $4.1M | 41k | 100.25 |
| 2024-09-30 | $4.1M | 41k | 101.42 |
| 2024-06-30 | $4.6M | 46k | 100.07 |