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Vanguard Wellington shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 2.6k 101.57
2025-09-30 $286k 2.8k 101.92
2025-06-30 $421k 4.2k 100.93