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
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Quarterly reported holdings in Vanguard Wellington by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $462k | 4.6k | 101.31 |
| 2026-03-31 | $947k | 9.4k | 101.08 |
| 2025-12-31 | $1.8M | 18k | 101.57 |
| 2025-09-30 | $1.7M | 16k | 101.92 |
| 2025-06-30 | $1.2M | 12k | 100.93 |
| 2025-03-31 | $244k | 2.4k | 100.53 |