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VTESVTES
Showing 8 of 10 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 90,508 shares of VTES (VANGUARD WELLINGTON FD), worth $9.2M as of 2026-Q2. The position was increased (+36.8% shares). VTES represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$9.2M

Current Shares

90,508

Total Value Change

-$929,066

Total Shares Change

-8,893

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
90,508
+36.8%
$9.2M0.0%$100.86
36
2026-Q1
Decreased
66,143
-32.4%
$6.7M0.0%$100.03
0
2025-Q4
Increased
97,868
+1.9%
$10M0.0%$100.01
28
2025-Q3
Decreased
96,020
-4.1%
$9.8M0.0%$99.43
0
2025-Q2
Decreased
100,144
-3.3%
$10.1M0.0%$97.77
0
2025-Q1
Decreased
103,581
-7.1%
$10.4M0.0%$96.69
0
2024-Q4
Increased
111,510
+12.2%
$11.2M0.0%$95.99
31
2024-Q3
Increased
99,401
+25.2%
$10.1M0.0%$96.15
34

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

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