Vanguard Wellington shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 20k | 101.93 |
| 2025-06-30 | $687k | 6.8k | 100.93 |
| 2024-12-31 | $684k | 6.8k | 100.25 |
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