VTES — VANGUARD WELLINGTON FD

Ownership history in Wescott Financial Advisory Group, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Wescott Financial Advisory Group, 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
8.22% (2023 Q3)
Avg. % of fund
6.76%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 668,567 +32,412 +5.1% 5.93% $67.9M $101.12
2025 Q3 REDUCED 636,155 -921 -0.1% 5.82% $64.8M $100.53
2025 Q2 REDUCED 637,076 -10,221 -1.6% 6.15% $64.3M $98.86
2025 Q1 ADDED 647,297 +15,511 +2.5% 6.74% $65.1M $97.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

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% Sterling Financial Planning, Inc. 3Y 0.97%
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