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Vanguard Wellington shares owned by Williams Jones Wealth Management

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

Historical chart of Williams Jones Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $650k 8.8k 74.20