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Vanguard Wellington shares owned by Pennsylvania Capital Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Pennsylvania Capital Management from 13F filings

Historical chart of Pennsylvania Capital Management investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Pennsylvania Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Pennsylvania Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 3.8k 101.58

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Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington