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Vanguard Wellington shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 500 101.42
2024-06-30 $50k 500 99.69
2024-03-31 $50k 500 100.31
2023-12-31 $51k 500 101.41

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Microsoft Corp Stock (MSFT)
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Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Farther Finance Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington