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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

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

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Quarterly reported holdings in Vanguard Wellington by Mayport

Quarter filed Position value Share count Share price at filing
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 Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Mayport

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington