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Vanguard Wellington shares owned by Global Financial Private Client

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Global Financial Private Client from 13F filings

Historical chart of Global Financial Private Client investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Global Financial Private Client consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2024-03-31 $123k 1.2k 100.31
2023-12-31 $125k 1.2k 101.41

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View all positions for Global Financial Private Client

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Capital Investment Services of America
Bank of America Corporation
Wealth Enhancement Advisory Services
Landmark Financial Advisors
Raymond James & Associates
Stonebridge Capital Advisors
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group

View all funds holding Vanguard Wellington