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Vanguard Wellington shares owned by Annapolis Financial Services

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

Historical chart of Annapolis Financial Services investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 268 100.70

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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Schwab Strategic Tr Us Tips Etf (SCHP)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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View all positions for Annapolis Financial Services

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Capital Investment Services of America
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James & Associates
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport
JNB Advisors

View all funds holding Vanguard Wellington