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Vanguard Wellington shares owned by Fifth Third Wealth Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Fifth Third Wealth Advisors from 13F filings

Historical chart of Fifth Third Wealth Advisors investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellington by Fifth Third Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 21k 77.19
2024-12-31 $778k 11k 73.95
2024-06-30 $567k 7.4k 76.44
2024-03-31 $556k 7.4k 74.95

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View all positions for Fifth Third Wealth Advisors

Top funds holding Vanguard Wellington

Fifth Third Wealth Advisors
North Star Asset Management
Tower Bridge Advisors
Northstar Asset Management
Ferguson Wellman Capital Management
Arvest Trust
Oakworth Capital
Kohmann Bosshard Financial Services

View all funds holding Vanguard Wellington