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Vanguard Wellington shares owned by Mann Financial Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Mann Financial Group from 13F filings

Historical chart of Mann Financial Group investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Mann Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Mann Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 20k 98.60

More positions owned by Mann Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Etf (USMV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Microsoft Corporation (MSFT)
Deere & Company (DE)

View all positions for Mann Financial Group

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