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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
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

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

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
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Diversified Portfolios
Kades & Cheifetz
Sterling Financial Planning
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington