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Vanguard Wellington shares owned by SwitchPoint Financial Planning

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by SwitchPoint Financial Planning from 13F filings

Historical chart of SwitchPoint Financial Planning investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by SwitchPoint Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 101.93
2025-06-30 $1.2M 12k 100.93
2025-03-31 $1.3M 13k 100.51

More positions owned by SwitchPoint Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Cadence Design Systems (CDNS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for SwitchPoint Financial Planning

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington