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Vanguard Wellington shares owned by Flagship Harbor Advisors

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

Historical chart of Flagship Harbor Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 11k 101.58
2025-09-30 $952k 9.3k 101.93
2025-06-30 $943k 9.3k 100.93

More positions owned by Flagship Harbor Advisors

State Street MF Closed and MF Open (SPYV)
Ishares 0-3 MF Closed and MF Open (SGOV)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Core MF Closed and MF Open (IUSV)
Vanguard Total MF Closed and MF Open (VTI)
State Street MF Closed and MF Open (SPYM)
Ishares Core MF Closed and MF Open (AGG)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Jpmorgan MF Closed and MF Open (JPST)
Franklin Intl MF Closed and MF Open (DIVI)
Invesco S&p MF Closed and MF Open (RSP)
State Street MF Closed and MF Open (SPSM)

View all positions for Flagship Harbor Advisors

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