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Vanguard Wellington shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $942k 9.3k 101.42
2024-06-30 $890k 8.9k 100.07

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Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington