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Vanguard Wellington shares owned by Financial Management Professionals

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Financial Management Professionals from 13F filings

Historical chart of Financial Management Professionals investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Financial Management Professionals consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 700 100.00
2023-12-31 $30k 300 100.00

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Schwab US Large Cap Growth ETF Etf (SCHG)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt Intereqy ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
iShares MSCI USA Multifct ETF Etf (SMLF)
JPMorgan Ultra Short Income ETF Etf (JPST)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Total Bond Market ETF Etf (BND)
Schwab US Large Cap ETF Etf (SCHX)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
Schwab International Equity ETF Etf (SCHF)
Fidelity High Yield Factor ETF Etf (FDHY)
Vanguard Large Cap ETF Etf (VV)

View all positions for Financial Management Professionals

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Capital Investment Services of America
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James & Associates
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport
JNB Advisors

View all funds holding Vanguard Wellington