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Vanguard Wellington shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 443 101.93
2025-06-30 $94k 932 100.93
2025-03-31 $43k 423 100.51
2024-12-31 $184k 1.8k 100.25

More positions owned by C.M. Bidwell & Associates

Vanguard S&p 500 Etf idx (VOO)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Total Stock Market ETF (VTI)
iShares Russell 2000 Index (IWM)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
iShares S&P 500 Index (IVV)
Schwab Strategic Tr sht tm us tres (SCHO)
Ishares Tr core strm usbd (ISTB)
iShares MSCI ACWI ex US Index Fund (ACWX)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
Dimensional Etf Trust (DFAC)
Schwab Strategic Tr 0 (SCHP)
Schwab U S Broad Market ETF (SCHB)

View all positions for C.M. Bidwell & Associates

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