Vanguard Wellington shares owned by Oakmont Partners
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5M | 44k | 101.58 |
| 2025-09-30 | $3.6M | 35k | 101.93 |
| 2025-06-30 | $2.9M | 29k | 100.93 |
| 2025-03-31 | $1.6M | 16k | 100.51 |
| 2024-12-31 | $712k | 7.1k | 100.25 |