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Vanguard Wellington shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 4.5k 101.42
2024-06-30 $264k 2.6k 100.07

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Apple Call Option (AAPL)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
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Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Beacon Pointe Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Life Planning Partners
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Firestone Capital Management

View all funds holding Vanguard Wellington