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Vanguard Wellington shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 2.0k 101.93
2025-03-31 $399k 4.0k 100.51
2024-12-31 $298k 3.0k 100.25

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

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