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Vanguard Wellington shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 40k 101.93

More positions owned by TCI Wealth Advisors

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
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Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
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Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for TCI Wealth Advisors

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington