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Vanguard Wellington shares owned by MGO Private Wealth

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

Historical chart of MGO Private Wealth investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 16k 101.42
2024-06-30 $1.3M 13k 100.07

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Ishares Tr Core Msci Euro (IEUR)
Select Sector Spdr Tr Energy (XLE)

View all positions for MGO Private Wealth

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington