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Vanguard Wellington shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 10k 101.57
2025-09-30 $1.1M 11k 101.93
2025-06-30 $1.4M 14k 101.51
2025-03-31 $2.6M 26k 100.52

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for TAGStone Capital

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