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Vanguard Wellington shares owned by Sequent Planning

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Sequent Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 2.2k 101.31

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Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington