Vanguard Wellington shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 636k | 101.93 |
| 2025-06-30 | $64M | 637k | 100.93 |
| 2025-03-31 | $65M | 647k | 100.51 |
| 2024-12-31 | $63M | 632k | 100.25 |
| 2024-09-30 | $63M | 617k | 101.42 |
| 2024-06-30 | $58M | 582k | 100.07 |
| 2024-03-31 | $54M | 539k | 100.70 |
| 2023-09-30 | $45M | 456k | 98.70 |
| 2023-06-30 | $44M | 442k | 100.48 |
More positions owned by Wescott Financial Advisory Group
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