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Vanguard Wellington shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 101.93
2025-06-30 $1.4M 14k 100.93

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Vanguard Wellington

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Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
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Berkshire Bank

View all funds holding Vanguard Wellington