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Vanguard Wellington shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 14k 101.58
2025-06-30 $1.2M 12k 100.93

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View all positions for SRS Capital Advisors

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors
Berkshire Bank

View all funds holding Vanguard Wellington