Amicus Financial Advisors »

Vanguard Wellington shares owned by Amicus Financial Advisors

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

Historical chart of Amicus Financial Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Amicus Financial Advisors 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 Amicus Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 2.4k 101.14

More positions owned by Amicus Financial Advisors

Dimensional Us Core Equity Market Etf Etf (DFAU)
Vanguard Total Bond Market Etf Etf (BND)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total World Bond Etf Etf (BNDW)
Vanguard Total Stk Mkt Etf (VTI)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Etfs- Us Small-cap Etf Etf (SCHA)
Schwab Us Tips Etf Etf (SCHP)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Sch Us Reit Etf Etf (SCHH)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)
Dimensional Us Core Equity 1 Etf Etf (DCOR)

View all positions for Amicus Financial Advisors

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Raymond James Financial
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company
Berkshire Bank
Envestnet Asset Management

View all funds holding Vanguard Wellington