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
Download as csvQuarterly 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 |