VTES — VANGUARD WELLINGTON FD

Ownership history in Kades & Cheifetz LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kades & Cheifetz LLC reported a position in VANGUARD WELLINGTON FD (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.72% (2024 Q2)
Avg. % of fund
2.15%
First filed
2023 Q4
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 30,924 -14,640 -32.1% 1.59% $3.1M $97.06
2024 Q3 ADDED 45,564 +2,346 +5.4% 2.65% $4.6M $97.22
2024 Q2 ADDED 43,218 +5,794 +15.5% 2.72% $4.3M $95.21
2024 Q1 ADDED 37,424 +17,906 +91.7% 2.41% $3.8M $95.10
2023 Q4 INITIATED 19,518 — — 1.40% $2.0M —
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

Wescott Financial Advisory Group, LLC 3Y 5.93% SEEDS INVESTOR LLC 3.69% MGO Private Wealth, LLC 3Y 3.1% Gleason Group, Inc. 3Y 2.82% Beacon Bank & Trust 3Y 1.87% Bedel Financial Consulting, Inc. 3Y 7Y 1.8% BlueChip Wealth Advisors LLC 1.3% Firestone Capital Management 3Y 1.18% S.A. Mason LLC 3Y 1.07% Silver Oak Advisory Group, Inc. 3Y 1.01%
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