VTES β€” VANGUARD WELLINGTON FD

Ownership history in Eaton-Cambridge Inc.  Β·  4 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported VANGUARD WELLINGTON FD (VTES) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q4. The latest visible filing shows VTES at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eaton-Cambridge Inc.'s position in VANGUARD WELLINGTON FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTES was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Eaton-Cambridge Inc. held VTES β€” position size vs. price
% of Fund (quarterly)    VTES price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 20,104 +6,662 +49.6% 0.67% $2.0M 2026-02-14 (Est.) $102.03
2025 Q3 ADDED 13,442 +7,727 +135.2% 0.48% $1.4M 2025-11-13 $100.29
2025 Q2 UNCHANGED 5,715 β€” 0% 0.22% $577K 2025-08-14 $99.75
2025 Q1 INITIATED 5,715 β€” β€” 0.25% $574K 2025-05-13 $97.51

FAQ About Eaton-Cambridge Inc. and VTES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eaton-Cambridge Inc. reported owning VTES?

Eaton-Cambridge Inc. reported VTES across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VTES position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for VTES was 0.67% in 2025 Q4.

What is the latest reported VTES position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 20,104 shares, equal to 0.67% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VTES ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly VTES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Eaton-Cambridge Inc. Holdings