Vanguard Wellington shares owned by Planning Center
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Planning Center consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 101.93 |
| 2025-06-30 | $1.1M | 11k | 100.93 |
| 2025-03-31 | $1.1M | 11k | 100.51 |
| 2024-12-31 | $1.1M | 11k | 100.25 |
| 2024-09-30 | $1.1M | 11k | 101.42 |
| 2024-06-30 | $1.1M | 11k | 100.07 |
| 2024-03-31 | $1.1M | 11k | 100.70 |
| 2023-12-31 | $3.2M | 32k | 101.41 |