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Vanguard Wellington shares owned by Verum Partners

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

Historical chart of Verum Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Verum Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 2.5k 101.14

More positions owned by Verum Partners

Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Cambria Etf Tr Cambria Fgn Shr (FYLD)
Vanguard Index Fds Small Cp Etf (VB)
Bank of America Corporation (BAC)

View all positions for Verum Partners

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Raymond James Financial
Karpus Investment Management
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington