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Vanguard Wellington shares owned by Portfolio Resources Advisor Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Portfolio Resources Advisor Group from 13F filings

Historical chart of Portfolio Resources Advisor Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Portfolio Resources Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Portfolio Resources Advisor Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $383k 3.8k 101.31

More positions owned by Portfolio Resources Advisor Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Goldman Sachs Etf Tr Core Bond Etf (GBND)
Blackrock Etf Trust Ishares Defense (IDEF)

View all positions for Portfolio Resources Advisor Group

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
TIAA Wealth Investment Management
Raymond James Financial
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Savant Capital Management
Berkshire Bank
Beaird Harris Wealth Management
S.A. Mason

View all funds holding Vanguard Wellington