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VTESVTES
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in VANGUARD WELLINGTON FD

RAYMOND JAMES FINANCIAL INC holds 168,178 shares of VTES (VANGUARD WELLINGTON FD), worth $17M as of 2026-Q2. The position was decreased (-29.5% shares). VTES represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$17M

Current Shares

168,178

Total Value Change

+$11.3M

Total Shares Change

+111,130

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
168,178
-29.5%
$17M0.0%$100.86
0
2026-Q1
Decreased
238,557
-12.8%
$24.1M0.0%$100.03
0
2025-Q4
Increased
273,615
+92.5%
$27.8M0.0%$100.01
45
2025-Q3
Increased
142,102
+72.8%
$14.5M0.0%$99.43
42
2025-Q2
Increased
82,238
+13.9%
$8.3M0.0%$97.77
31
2025-Q1
Increased
72,223
+26.6%
$7.3M0.0%$96.69
34
2024-Q4
New
57,048
-
$5.7M0.0%$95.99
37

Other major holders of VTES: MERCER GLOBAL ADVISORS INC /ADV

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