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Vanguard Wellington shares owned by Sunesis Advisors

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

Historical chart of Sunesis Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Sunesis Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 12k 100.70
2023-12-31 $1.2M 12k 101.41

More positions owned by Sunesis Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AvalonBay Communities (AVB)
Camden Ppty Tr Sh Ben Int (CPT)
Mid-America Apartment (MAA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sunesis Advisors

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