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Vanguard Wellington shares owned by Silver Oak Advisory Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Silver Oak Advisory Group from 13F filings

Historical chart of Silver Oak Advisory Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Silver Oak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Silver Oak Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 17k 100.71
2023-12-31 $1.6M 16k 101.39
2023-09-30 $693k 7.0k 98.61

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Nushares Etf Tr Nuveen Esg Us (NUBD)

View all positions for Silver Oak Advisory Group

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington