CWM »

Vanguard Wellington shares owned by CWM

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

Historical chart of CWM investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $655k 6.4k 101.58

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington