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Vanguard Wellington shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Taylor, Cottrill, Erickson & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 27k 100.70
2023-12-31 $2.4M 24k 101.41
2023-09-30 $774k 7.8k 98.70

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Small Cap Common (VB)
Vanguard Growth Common (VUG)
Vanguard Div Appreciation Common (VIG)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
1/100 Berkshire Htwy Cla Class A
iShares Russell Midcap Growth Common (IWP)
Vanguard Corp Bond Short Term Common (VCSH)
Vanguard Sh-Term Inf Common (VTIP)
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

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
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington