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Vanguard Wellington shares owned by Gleason Group

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

Historical chart of Gleason Group investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Gleason Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 304k 101.93
2025-06-30 $31M 306k 100.93
2025-03-31 $4.8M 48k 100.51
2024-12-31 $917k 9.1k 100.25

More positions owned by Gleason Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Vanguard Extended Market ETF (VXF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Growth ETF (VUG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Vanguard Wellington (VTES)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
iShares S&P 1500 Index Fund (ITOT)
Vanguard Lg Term Govt Bd ETF (VGLT)
Vanguard Emerging Markets ETF (VWO)
Schwab International Equity ETF (SCHF)
Vanguard Dividend Appreciation ETF (VIG)

View all positions for Gleason Group

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Karpus Investment Management
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