C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Vanguard Wellington shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 101.92
2025-06-30 $1.1M 11k 100.93
2025-03-31 $956k 9.5k 100.43

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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