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 csvQuarterly 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 |