VTES — VANGUARD WELLINGTON FD

Ownership history in Focus Partners Advisor Solutions, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, LLC reported a position in VANGUARD WELLINGTON FD (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2024 Q4)
Avg. % of fund
0.07%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 37,212 -11,940 -24.3% 0.04% $3.8M $100.53
2025 Q1 REDUCED 49,152 -231 -0.5% 0.08% $4.9M $97.77
2024 Q4 INITIATED 49,383 — — 0.08% $5.0M $97.06
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

Wescott Financial Advisory Group, LLC 3Y 5.93% SEEDS INVESTOR LLC 3.69% MGO Private Wealth, LLC 3Y 3.1% Gleason Group, Inc. 3Y 2.82% Beacon Bank & Trust 3Y 1.87% Bedel Financial Consulting, Inc. 3Y 7Y 1.8% BlueChip Wealth Advisors LLC 1.3% Firestone Capital Management 3Y 1.18% S.A. Mason LLC 3Y 1.07% Silver Oak Advisory Group, Inc. 3Y 1.01%
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