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Vanguard Wellington shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.9M 69k 100.07

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Wellington Short Trm Tax Ex (VTES)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Broad Usd High (USHY)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Capital Investment Services of America
Wealth Enhancement Advisory Services
San Luis Wealth Advisors
Stonebridge Capital Advisors
Raymond James & Associates
GenTrust
Kades & Cheifetz
Altiora Financial Group
Jpmorgan Chase & Co
Diversified Portfolios
Firestone Capital Management
Taylor, Cottrill, Erickson & Associates

View all funds holding Vanguard Wellington