SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VFVA

Tillar-Wenstrup Advisors, LLC’s Vanguard Wellington Fd Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Wellington Fd (VFVA)? Not currently — the last reported position was 33.5K shares worth $3M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$3M
Q4 2022
Shares
33.5K
% of Portfolio
+1.60%
Quarters Held
4
position exited

Position History VFVA

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202233.5K$3M+1.60%
Q3 202236.8K$3M+1.60%
Q2 202235.2K$3M+1.61%
Q1 202234.6K$4M+1.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of VFVA.