Vanguard Wellington shares owned by Private Advisor
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 36k | 101.58 |
| 2025-09-30 | $2.7M | 26k | 101.92 |
| 2025-06-30 | $1.5M | 15k | 100.93 |
| 2025-03-31 | $1.8M | 18k | 100.51 |
| 2024-12-31 | $1.3M | 13k | 100.25 |
| 2024-09-30 | $1.1M | 11k | 101.42 |
| 2024-06-30 | $1.2M | 12k | 100.07 |
| 2024-03-31 | $989k | 9.8k | 100.70 |
| 2023-12-31 | $849k | 8.4k | 101.40 |
| 2023-09-30 | $571k | 5.8k | 98.69 |
| 2023-06-30 | $405k | 4.0k | 100.38 |
| 2023-03-31 | $281k | 2.8k | 101.59 |