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Vanguard Wellington shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Vanguard Wellington

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

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Quarterly reported holdings in Vanguard Wellington by Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $949k 9.4k 101.31

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)

View all positions for Zhang Financial

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Seeds Investor
Wells Fargo & Company
Savant Capital Management
Raymond James Financial
Goldman Sachs Group
Cetera Investment Advisers
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial

View all funds holding Vanguard Wellington