Vanguard Wellington shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.2M | 70k | 101.57 |
| 2025-09-30 | $6.5M | 64k | 101.93 |
| 2025-06-30 | $6.6M | 65k | 100.93 |
| 2025-03-31 | $5.2M | 52k | 100.51 |
| 2024-12-31 | $2.0M | 20k | 100.25 |
| 2024-09-30 | $354k | 3.5k | 101.42 |
| 2024-06-30 | $315k | 3.1k | 100.07 |
| 2024-03-31 | $683k | 6.8k | 100.70 |
| 2023-09-30 | $452k | 4.6k | 98.70 |
More positions owned by Envestnet Asset Management
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