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Vanguard Wellington shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Valley Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 2.7k 101.93
2025-06-30 $222k 2.2k 100.93
2025-03-31 $221k 2.2k 100.51
2024-12-31 $214k 2.1k 100.25

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Intl Quan Value (IVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Verizon Communications (VZ)

View all positions for Valley Financial Group

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View all funds holding Vanguard Wellington