San Luis Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 104k 100.25
2024-09-30 $9.6M 94k 101.42
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 Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Calif Mun Bd Etf (CATF)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Bank of America Corporation
Beaird Harris Wealth Management
Life Planning Partners
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Stonebridge Capital Advisors
Raymond James Financial
Raymond James Financial Services Advisors
Buckingham Strategic Partners
GenTrust
Firestone Capital Management
Mercer Global Advisors
Altiora Financial Group

View all funds holding Vanguard Wellington