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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
2024-03-31 $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

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington