Vanguard Wellington shares owned by Atria Investments
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 26k | 101.92 |
| 2025-06-30 | $2.5M | 25k | 100.93 |
| 2025-03-31 | $2.2M | 22k | 100.51 |
| 2024-12-31 | $975k | 9.7k | 100.25 |
| 2024-09-30 | $467k | 4.6k | 101.42 |
| 2024-06-30 | $241k | 2.4k | 100.07 |