Midwestern Financial »

Vanguard Wellington shares owned by Midwestern Financial

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

Historical chart of Midwestern Financial investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Midwestern Financial 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 Midwestern Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $302k 3.0k 101.58
2025-09-30 $300k 2.9k 101.91
2025-06-30 $295k 2.9k 100.94

More positions owned by Midwestern Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Intl Aggr (IAGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Midwestern Financial

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington