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Vanguard Wellington shares owned by Sanchez Levi Garrett

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Sanchez Levi Garrett from 13F filings

Historical chart of Sanchez Levi Garrett investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Sanchez Levi Garrett consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Sanchez Levi Garrett

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 40k 101.31

More positions owned by Sanchez Levi Garrett

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Esg Us Stk Etf (ESGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Sanchez Levi Garrett

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Seeds Investor
Wells Fargo & Company
Savant Capital Management
Goldman Sachs Group
Cetera Investment Advisers
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial

View all funds holding Vanguard Wellington