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Vanguard Wellington shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 20k 101.14

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington