Vanguard Wellington shares owned by LPL Financial
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Vanguard Wellington
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All positions including Vanguard Wellington held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 41k | 101.92 |
| 2025-06-30 | $2.9M | 28k | 100.93 |
| 2025-03-31 | $2.1M | 21k | 100.51 |
| 2024-12-31 | $2.2M | 22k | 100.25 |
| 2024-09-30 | $1.2M | 12k | 101.42 |
| 2024-06-30 | $539k | 5.4k | 100.07 |
| 2024-03-31 | $469k | 4.7k | 100.70 |