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Vanguard Wellington shares owned by Winnow Wealth

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

Historical chart of Winnow Wealth investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Winnow Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 16k 101.14

More positions owned by Winnow Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovator Etfs Trust Quity Managd Flr (SFLR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Small Cap Mng (RFLR)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Exxon Mobil Corporation (XOM)
Innovator Etfs Trust International De (IFLR)
Vanguard Wellington Short Trm Tax Ex (VTES)
CF Industries Holdings (CF)
Ubs Entracs Gold Shs (GLDI)
Johnson & Johnson (JNJ)

View all positions for Winnow Wealth

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington