VTES VANGUARD WELLINGTON FD

Ownership history in MAYPORT, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which MAYPORT, 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
0.85% (2025 Q4)
Avg. % of fund
0.64%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,337 +10,868 +35.7% 0.85% $4.2M $101.12
2025 Q3 ADDED 30,469 +9,820 +47.6% 0.67% $3.1M $100.53
2025 Q2 REDUCED 20,649 -8,319 -28.7% 0.50% $2.1M $98.86
2025 Q1 ADDED 28,968 +662 +2.3% 0.80% $2.9M $97.77
2024 Q4 ADDED 28,306 +3,387 +13.6% 0.84% $2.8M $97.06
2024 Q3 ADDED 24,919 +4,286 +20.8% 0.81% $2.5M $97.22
2024 Q2 ADDED 20,633 +4,103 +24.8% 0.74% $2.1M $95.21
2024 Q1 ADDED 16,530 +8,610 +108.7% 0.64% $1.7M $95.10
2023 Q4 ADDED 7,920 +4,150 +110.1% 0.37% $803K $95.29
2023 Q3 INITIATED 3,770 0.20% $372K
% of Fund (quarterly)    VTES price (monthly, adj. close)
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