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Vanguard Wellington shares owned by Roan Capital Partners

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

Historical chart of Roan Capital Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Roan Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $775k 7.7k 101.14

More positions owned by Roan Capital Partners

World Gold Tr Spdr Gld Minis (GLDM)
United Sts Oil Units (USO)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (SMLV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Us Treas Bd Etf (GOVT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Roan Capital Partners

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Raymond James Financial
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company
Berkshire Bank
Envestnet Asset Management

View all funds holding Vanguard Wellington