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Vanguard Wellington shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 3.6k 101.41
2024-06-30 $391k 3.9k 100.08

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Avantis Responsi (AVSD)
Apple (AAPL)

View all positions for Trellis Wealth Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington