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Vanguard Wellington shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 28k 101.42
2024-06-30 $1.6M 16k 100.07
2024-03-31 $1.3M 13k 100.70
2023-09-30 $952k 9.6k 98.70

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Cetera Investment Advisers

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Life Planning Partners
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

View all funds holding Vanguard Wellington