Vanguard Wellington shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 101.93 |
| 2025-06-30 | $1.5M | 15k | 100.93 |
| 2025-03-31 | $985k | 9.8k | 100.51 |
| 2024-12-31 | $642k | 6.4k | 100.25 |
| 2024-09-30 | $304k | 3.0k | 101.42 |
| 2024-06-30 | $300k | 3.0k | 100.07 |
More positions owned by Kathleen S. Wright Associates
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