Vanguard Wellington shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 37k | 101.93 |
| 2025-06-30 | $3.1M | 30k | 100.93 |
| 2025-03-31 | $2.2M | 22k | 100.51 |
| 2024-12-31 | $347k | 3.5k | 100.25 |
| 2024-09-30 | $325k | 3.2k | 101.49 |
| 2024-03-31 | $299k | 3.0k | 100.73 |
| 2023-12-31 | $287k | 2.8k | 101.44 |
| 2023-09-30 | $246k | 2.5k | 98.73 |
| 2023-06-30 | $100k | 995 | 100.48 |