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Vanguard Wellington shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 4.5k 101.93
2025-06-30 $450k 4.5k 100.93
2025-03-31 $448k 4.5k 100.51

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View all positions for Montis Financial

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
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Tiaa Trust, National Association
Seeds Investor
CI Private Wealth
Raymond James Financial
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Beaird Harris Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Savant Capital Management
Stonebridge Capital Advisors
Beacon Pointe Advisors

View all funds holding Vanguard Wellington