VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,180 Value ($000) $2,456 Avg Close — Range —
Q3 2025
Shares 17,301 Value ($000) $1,763 Avg Close — Range —
Q2 2025
Shares 12,404 Value ($000) $1,252 Avg Close — Range —
Q1 2025
Shares 5,316 Value ($000) $534 Avg Close — Range —
Q4 2024
Shares 175 Value ($000) $18 Avg Close — Range —
Q3 2024
Shares 175 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 138 Value ($000) $14 Avg Close — Range —
Q1 2024
Shares 138 Value ($000) $14 Avg Close — Range —