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Vanguard Wellington shares owned by Stone Loft Wealth Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Stone Loft Wealth Management from 13F filings

Historical chart of Stone Loft Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Stone Loft Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Stone Loft Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $860k 8.5k 101.14
2025-12-31 $402k 4.0k 101.58

More positions owned by Stone Loft Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stone Loft Wealth Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington