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Vanguard Wellington shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $405k 4.0k 101.14

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Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
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Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington