Vanguard Wellington shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 30k | 101.93 |
| 2025-06-30 | $3.0M | 29k | 100.93 |
| 2025-03-31 | $2.9M | 28k | 100.51 |
| 2024-12-31 | $2.6M | 26k | 100.25 |
| 2024-09-30 | $2.1M | 21k | 101.42 |
| 2024-06-30 | $1.9M | 19k | 100.07 |
| 2024-03-31 | $2.2M | 22k | 100.70 |
| 2023-12-31 | $1.8M | 18k | 101.41 |
| 2023-09-30 | $398k | 4.0k | 98.69 |
| 2023-06-30 | $301k | 3.0k | 100.48 |
More positions owned by Sterling Financial Planning
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