Seed Wealth Management, Inc. - VANGUARD WELLINGTON FD ownership

Quarter-by-quarter ownership
Seed Wealth Management, Inc. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$820,915
-0.6%
7,9500.0%0.92%
+5.4%
Q2 2023$826,085
+4.9%
7,9500.0%0.88%
-1.8%
Q1 2023$787,814
-1.7%
7,950
-2.0%
0.89%
-2.8%
Q4 2022$801,5448,1100.92%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 264,031$27,263,7943.64%
ABSOLUTE CAPITAL MANAGEMENT, LLC 24,893$2,570,4432.47%
Opus Capital Group, LLC 103,779$10,7161.90%
Seed Wealth Management, Inc. 7,950$820,9150.92%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,996$1,135,4440.26%
Cassia Capital Partners, LLC 2,869$296,2520.24%
Walkner Condon Financial Advisors LLC 6,090$628,8520.17%
Geneos Wealth Management Inc. 30,057$3,103,6860.16%
Onyx Bridge Wealth Group LLC 6,317$652,3210.15%
Physician Wealth Advisors, Inc. 5,284$543,5380.14%
View complete list of VANGUARD WELLINGTON FD shareholders