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Vanguard Wellington shares owned by Stratos Wealth Partners

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Stratos Wealth Partners from 13F filings

Historical chart of Stratos Wealth Partners investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $627k 6.2k 101.14

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Stratos Wealth Partners

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