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Vanguard Wellington shares owned by Mason Investment Advisory Services

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Mason Investment Advisory Services from 13F filings

Historical chart of Mason Investment Advisory Services investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Mason Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Mason Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 2.0k 101.58

More positions owned by Mason Investment Advisory Services

Ishares Tr Msci Usa Value (VLUE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
T Rowe Price Etf Growth Etf (TGRT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Mason Investment Advisory Services

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