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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
2025-09-30 $8.4M 83k 101.93
2025-06-30 $3.4M 33k 100.93
2025-03-31 $364k 3.6k 100.51
2024-12-31 $450k 4.5k 100.25
2024-09-30 $456k 4.5k 101.42
2024-06-30 $264k 2.6k 100.07

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Karpus Investment Management
Tiaa Trust, National Association
Seeds Investor
CI Private Wealth
Raymond James Financial
Cetera Investment Advisers
Beaird Harris Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Savant Capital Management
Stonebridge Capital Advisors
Beacon Pointe Advisors

View all funds holding Vanguard Wellington