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Vanguard Wellington shares owned by URS Advisory

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by URS Advisory from 13F filings

Historical chart of URS Advisory investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by URS Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by URS Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $920k 9.1k 101.14

More positions owned by URS Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Intl Sel Div Etf (IDV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Ultra Short Dur (ICSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for URS Advisory

Top funds holding Vanguard Wellington

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

View all funds holding Vanguard Wellington