Kestra Advisory Services »

Vanguard Wellington shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $525k 5.2k 101.57
2025-09-30 $527k 5.2k 101.92
2025-06-30 $523k 5.2k 100.93
2025-03-31 $388k 3.9k 100.51
2024-12-31 $386k 3.8k 100.25