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Vanguard Wellington shares owned by Thrive Wealth Management

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

Historical chart of Thrive Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $685k 6.7k 101.58
2025-09-30 $687k 6.7k 101.92
2025-06-30 $482k 4.8k 100.93

More positions owned by Thrive Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Intl Eqty Factor (INTF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)

View all positions for Thrive Wealth Management

Top funds holding Vanguard Wellington

Mercer Global Advisors
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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