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Vanguard Wellington shares owned by Symmetry Partner

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

Historical chart of Symmetry Partner investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Symmetry Partner

Quarter filed Position value Share count Share price at filing
2025-12-31 $410k 4.0k 101.58

More positions owned by Symmetry Partner

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Symmetry Panoramic Tr Sector Momentum (SMOM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Intl Moment (IMTM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Symmetry Partner

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