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Vanguard Wellington shares owned by Surience Private Wealth

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Surience Private Wealth from 13F filings

Historical chart of Surience Private Wealth investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Surience Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 3.4k 101.57

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