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Vanguard Wellington shares owned by Capital Group Private Client Services

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Capital Group Private Client Services from 13F filings

Historical chart of Capital Group Private Client Services investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Capital Group Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Capital Group Private Client Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $951k 9.4k 101.31

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View all positions for Capital Group Private Client Services

Top funds holding Vanguard Wellington

Mercer Global Advisors
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Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial

View all funds holding Vanguard Wellington