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Vanguard Wellington shares owned by RCS Financial Planning

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

Historical chart of RCS Financial Planning investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $598k 5.9k 100.70
2023-12-31 $603k 5.9k 101.41
2023-09-30 $1.0M 10k 98.70

More positions owned by RCS Financial Planning

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for RCS Financial Planning

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Diversified Portfolios
Kades & Cheifetz
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington