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Vanguard Wellington shares owned by RFP Financial Group

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

Historical chart of RFP Financial Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by RFP Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $875k 8.9k 98.77
2023-06-30 $4.6M 46k 100.46

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View all positions for RFP Financial Group

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
Diversified Portfolios
Kades & Cheifetz
Sterling Financial Planning
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington