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Vanguard Wellington shares owned by Wsfs Capital Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Wsfs Capital Management from 13F filings

Historical chart of Wsfs Capital Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Wsfs Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 3.5k 101.58
2025-09-30 $355k 3.5k 101.93
2025-06-30 $352k 3.5k 100.93

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View all positions for Wsfs Capital Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Bedel Financial Consulting
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Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
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View all funds holding Vanguard Wellington