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Vanguard Wellington shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 16k 101.92
2025-06-30 $1.2M 12k 100.93
2025-03-31 $244k 2.4k 100.53

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Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Vanguard Wellington

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Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
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View all funds holding Vanguard Wellington