Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

VTESVTES
Showing 8 of 12 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in VANGUARD WELLINGTON FD

ENVESTNET ASSET MANAGEMENT INC holds 100,525 shares of VTES (VANGUARD WELLINGTON FD), worth $10.2M as of 2026-Q2. The position was increased (+8.9% shares). VTES represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$10.2M

Current Shares

100,525

Total Value Change

+$9.8M

Total Shares Change

+97,038

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
100,525
+8.9%
$10.2M0.0%$100.86
30
2026-Q1
Increased
92,338
+31.1%
$9.3M0.0%$100.03
35
2025-Q4
Increased
70,418
+10.2%
$7.2M0.0%$100.01
30
2025-Q3
Decreased
63,908
-2.2%
$6.5M0.0%$99.43
0
2025-Q2
Increased
65,350
+26.2%
$6.6M0.0%$97.77
34
2025-Q1
Increased
51,783
+159.7%
$5.2M0.0%$96.69
44
2024-Q4
Increased
19,941
+471.9%
$2M0.0%$95.99
42
2024-Q3
Increased
3,487
+10.8%
$353,6520.0%$96.15
26

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used