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Vanguard Wellington shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 12k 98.60

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View all positions for Valeo Financial Advisors

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
TIAA Wealth Investment Management
Seeds Investor
Wells Fargo & Company
Savant Capital Management
Raymond James Financial
Goldman Sachs Group
Cetera Investment Advisers
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial
Berkshire Bank

View all funds holding Vanguard Wellington