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Vanguard Wellington shares owned by Fiduciary Advisors

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

Historical chart of Fiduciary Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 2.9k 101.58

More positions owned by Fiduciary Advisors

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Msci Total (IXUS)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Fiduciary Advisors

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington