Vanguard Wellington shares owned by Stifel Financial
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.0M | 30k | 101.58 |
| 2025-09-30 | $1.7M | 17k | 101.92 |
| 2025-06-30 | $337k | 3.3k | 100.93 |
| 2024-12-31 | $915k | 9.1k | 100.25 |