JNB Advisors »

Vanguard Wellington shares owned by JNB Advisors

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

Historical chart of JNB Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 16k 101.42
2024-06-30 $1.6M 16k 100.07
2024-03-31 $1.7M 16k 100.70

More positions owned by JNB Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Capital Investment Services of America
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Kades & Cheifetz
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington