Mayport »

Vanguard Wellington shares owned by Mayport

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

Historical chart of Mayport investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by Mayport

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 25k 101.42
2024-06-30 $2.1M 21k 100.07
2024-03-31 $1.7M 17k 100.70
2023-12-31 $803k 7.9k 101.41
2023-09-30 $372k 3.8k 98.70

More positions owned by Mayport

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Meta Platforms Cl A (META)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Mayport

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Capital Investment Services of America
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Kades & Cheifetz
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington