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Vanguard Wellington shares owned by Haven Private

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

Historical chart of Haven Private investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Haven Private

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 32k 101.93
2025-06-30 $3.1M 31k 100.93

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Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington