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Vanguard Wellington shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $299k 3.0k 101.14

More positions owned by TCFG Investment Advisors

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RBB F/m Us Treasury (TBIL)
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Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG Investment 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