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Vanguard Wellington shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 13k 101.39
2024-06-30 $949k 9.5k 100.07
2024-03-31 $1.1M 11k 100.70
2023-12-31 $783k 7.7k 101.36
2023-09-30 $360k 3.6k 98.82
2023-06-30 $364k 3.6k 100.41

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View all positions for Commonwealth Equity Services

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
Firestone Capital Management

View all funds holding Vanguard Wellington