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Vanguard Wellington shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $751k 9.4k 79.98

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Top funds holding Vanguard Wellington

North Star Asset Management
Redwood Wealth Management Group
Tower Bridge Advisors
Northstar Asset Management
Ferguson Wellman Capital Management
First Fiduciary Investment Counsel
Grassi Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellington