Vanguard Wellington shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $557k | 5.5k | 101.58 |
| 2025-09-30 | $683k | 6.7k | 101.93 |
| 2025-06-30 | $273k | 2.7k | 100.93 |