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Vanguard Wellington shares owned by S.A. Mason

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by S.A. Mason from 13F filings

Historical chart of S.A. Mason investment in Vanguard Wellington

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All positions including Vanguard Wellington held by S.A. Mason consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by S.A. Mason

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 27k 101.58

More positions owned by S.A. Mason

NVIDIA Corporation (NVDA)
Vanguard Total Stock Market ETF Etf (VTI)
Microsoft Corporation (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Short Duration Tax-Exm Bd ETF Etf (VSDM)
SPDR S&P 500 ETF Trust Etf (SPY)
Apple (AAPL)
Vanguard Mid-Cap ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Small-Cap ETF Etf (VB)
Vanguard Intermediate-Term Tax-Exempt Bond ETF Etf (VTEI)
Costco Wholesale Corporation (COST)
Palantir Technologies (PLTR)
Vanguard Core Tax-Exempt Bond ETF Etf (VCRM)
Alphabet Inc Class A cs (GOOGL)

View all positions for S.A. Mason

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington