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Vanguard Wellington shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $503k 4.9k 101.93
2025-06-30 $452k 4.5k 100.93
2025-03-31 $378k 3.8k 100.51

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

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