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Vanguard Wellington shares owned by Lakewood Asset Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Lakewood Asset Management from 13F filings

Historical chart of Lakewood Asset Management investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Lakewood Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Lakewood Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 2.4k 100.68

More positions owned by Lakewood Asset Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Williams-Sonoma (WSM)
McKesson Corporation (MCK)
ConocoPhillips (COP)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
AutoZone (AZO)
NVR (NVR)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
eBay (EBAY)
Diamondback Energy (FANG)

View all positions for Lakewood Asset Management

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Diversified Portfolios
Kades & Cheifetz
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington