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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 16k | 100.93 |
| 2025-06-30 | $1.6M | 16k | 100.91 |
| 2025-03-31 | $9.5M | 95k | 100.51 |
| 2024-12-31 | $10M | 104k | 100.25 |
| 2024-09-30 | $9.6M | 94k | 101.42 |
| 2024-06-30 | $6.9M | 69k | 100.07 |