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Vanguard Wellington shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $870k 8.6k 101.42
2024-06-30 $853k 8.5k 100.07

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
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
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington