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Vanguard Wellington shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $941k 9.3k 101.38
2024-06-30 $210k 12k 17.22
2024-03-31 $211k 2.1k 100.86

More positions owned by Mercer Global Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mercer Global Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Diversified Portfolios
Firestone Capital Management

View all funds holding Vanguard Wellington