3 Factor Indexing »

Vanguard Wellington shares owned by 3 Factor Indexing

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by 3 Factor Indexing from 13F filings

Historical chart of 3 Factor Indexing investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by 3 Factor Indexing consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by 3 Factor Indexing

Quarter filed Position value Share count Share price at filing
2026-06-30 $189k 1.9k 101.31

More positions owned by 3 Factor Indexing

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for 3 Factor Indexing

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
TIAA Wealth Investment Management
Raymond James Financial
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Savant Capital Management
Berkshire Bank
Branch Banking & Trust Company
Beaird Harris Wealth Management

View all funds holding Vanguard Wellington