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VTESVTES
10 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in VANGUARD WELLINGTON FD

LPL Financial LLC holds 97,134 shares of VTES (VANGUARD WELLINGTON FD), worth $9.8M as of 2026-Q2. The position was increased (+28.6% shares). VTES represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.8M

Current Shares

97,134

Total Value Change

+$9.4M

Total Shares Change

+92,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,134
+28.6%
$9.8M0.0%$100.86
35
2026-Q1
Increased
75,557
+44.9%
$7.6M0.0%$100.03
37
2025-Q4
Increased
52,133
+27.0%
$5.3M0.0%$100.01
33
2025-Q3
Increased
41,054
+45.2%
$4.2M0.0%$99.43
36
2025-Q2
Increased
28,272
+33.5%
$2.9M0.0%$97.77
34
2025-Q1
Decreased
21,177
-5.1%
$2.1M0.0%$96.69
0
2024-Q4
Increased
22,317
+86.6%
$2.2M0.0%$95.99
41
2024-Q3
Increased
11,957
+121.8%
$1.2M0.0%$96.15
41
2024-Q2
Increased
5,390
+15.7%
$539,3560.0%$94.16
28
2024-Q1
New
4,659
-
$469,1510.0%$94.05
33

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

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