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Vanguard Wellington shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $969k 9.5k 101.58
2025-09-30 $977k 9.6k 101.93
2025-06-30 $735k 7.3k 100.93
2025-03-31 $569k 5.7k 100.51
2024-12-31 $575k 5.7k 100.25

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Amazon (AMZN)

View all positions for Warren Averett Asset Management

Top funds holding Vanguard Wellington

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CI Private Wealth
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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