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
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All positions including Vanguard Wellington held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |