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Vanguard Wellington shares owned by SNS Financial

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

Historical chart of SNS Financial investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by SNS Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 3.1k 101.93

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
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World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for SNS Financial

Top funds holding Vanguard Wellington

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Beaird Harris Wealth Management
Wells Fargo & Company
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Savant Capital Management
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View all funds holding Vanguard Wellington