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Vanguard Wellington shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 101.93
2025-06-30 $904k 9.0k 100.93
2025-03-31 $1.5M 15k 100.51
2024-12-31 $1.3M 13k 100.25

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View all positions for EverSource 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