Vanguard Wellington shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 101.92 |
| 2025-06-30 | $1.4M | 14k | 100.93 |
| 2025-03-31 | $1.3M | 13k | 100.51 |
| 2024-12-31 | $1.2M | 12k | 100.24 |
| 2024-09-30 | $1.0M | 10k | 101.42 |
| 2024-06-30 | $866k | 8.7k | 100.07 |
| 2024-03-31 | $992k | 9.9k | 100.69 |