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Vanguard/wellingto.. shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Vanguard/wellingto.. (VWELX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Vanguard/wellingto..

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All positions including Vanguard/wellingto.. held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard/wellingto.. by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 2.1k 46.22
2024-06-30 $94k 2.1k 44.11
2024-03-31 $91k 2.1k 42.94
2023-12-31 $87k 2.1k 41.27
2023-09-30 $79k 2.0k 39.17
2023-06-30 $82k 2.0k 40.88
2023-03-31 $78k 2.0k 39.10
2022-12-31 $76k 2.0k 38.29
2022-09-30 $71k 1.9k 38.17

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Vanguard/wellingto..

First Merchants Bank, National Association
Grassi Investment Management
Coston, McIsaac & Partners
PSI Advisors

View all funds holding Vanguard/wellingto..