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Vanguard Wellington shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $198k 2.0k 101.13
2025-12-31 $22k 216 101.81

More positions owned by Strategic Investment Solutions

Vanguard Growth Index Uie (VUG)
Dimensional World Equity Uie (DFAW)
Vanguard Value Index Uie (VTV)
Dimensional World Ex Uie (DFAX)
Dimensional U.s. Equity Uie (DFUS)
Ishares Core 30/70 Uie (AOK)
Apple (AAPL)
Spdr Gold Shares Uie (GLD)
Vanguard Ultra-short Uie (VGUS)
Dimensional U.s. Uie (DFAT)
Dimensional Uie (DFIV)
Dimensional U.s. Core Uie (DFAC)
Ishares Silver Trust Uie (SLV)
Vanguard Consumer Uie (VDC)
Dimensional Us Uie (DFUV)

View all positions for Strategic Investment Solutions

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