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Vanguard Wellington shares owned by Gould Capital

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

Historical chart of Gould Capital investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Gould Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 500 101.58

More positions owned by Gould Capital

Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Spdr Gold Shares Etf (GLD)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Caterpillar Stock (CAT)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Aes Corp Stock (AES)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Merck & Co Stock (MRK)
Coca Cola Stock (KO)

View all positions for Gould Capital

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
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View all funds holding Vanguard Wellington