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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
2025-09-30 $997k 9.8k 101.93
2025-06-30 $977k 9.7k 100.93
2024-12-31 $963k 9.6k 100.60
2024-09-30 $870k 8.6k 101.42
2024-06-30 $853k 8.5k 100.07

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View all positions for Bridgewealth Advisory Group

Top funds holding Vanguard Wellington

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View all funds holding Vanguard Wellington