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Disclosery

VTES VANGUARD WELLINGTON FD

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ETF (fund)

294 managers (299 13F filers) reported a position in VTES shares at 2026-06-30, 8,780,167 shares in all. 35 filers opened a position and 17 filers sold out during the quarter.

Managers
294
13F filers
299
New
35
Added
141
Reduced
74
Sold out
17
Shares held by filers
8,780,167

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV1,254,555$127M0.16%-74,77813F-HR/ATimeline
Wescott Financial Advisory Group, LLC739,648$74.9M5.8%+14,12913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/409,264$41.5M<0.01%+30,32113F-HRTimelineGroup
Gleason Group, Inc.312,892$31.7M2.77%+13,33013F-HRTimeline
TIAAgroup of 3 filers holding237,241$24M-34,515Timeline
SEEDS INVESTOR LLC198,242$20.1M2.06%+4,13813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN189,383$19.2M<0.01%+34,99613F-HRTimelineGroup
Savant Capital, LLC181,064$18.3M0.05%+80,85113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,178$17M<0.01%-70,37913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,546$16M<0.01%+128,11613F-HRTimelineGroup
Cetera Investment Advisers120,115$12.2M0.01%+4,83213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding107,308$10.9M+9,352Timeline
MORGAN STANLEYin group MORGAN STANLEY101,975$10.3M<0.01%-12,06213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…99,216$10.1M0.01%+69,42213F-HRTimelineGroup
LPL Financial LLC97,134$9.84M<0.01%+21,57713F-HRTimeline
Beacon Bank & Trust96,154$9.74M1.86%+1,92613F-HR/ATimeline
HALL CAPITAL MANAGEMENT CO INC95,531$9.68M3.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC94,970$9.62M0.6%-3,93413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP94,954$9.62M<0.01%+19,59313F-HRTimelineGroup
Stonebridge Capital Advisors LLC94,224$9.55M0.61%+4,21813F-HRTimeline
S.A. Mason LLC92,425$9.36M2.88%+39,55513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,508$9.15M0.02%+24,36513F-HRTimeline
Beacon Pointe Advisors, LLC88,991$9.02M0.04%+5,20413F-HRTimeline
Altiora Financial Group, LLC87,674$8.88M1.4%+13,16013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding84,001$8.51M+56,871Timeline
COMMONWEALTH EQUITY SERVICES, LLC83,629$8.47M0.01%-1,90613F-HRTimeline
Hughes Financial Services, LLC81,423$8.25M1.09%+5,81113F-HRTimeline
Clearstead Advisors, LLC80,436$8.15M0.08%+42,56613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,012$7.19M0.01%-24,61613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,517$6.74M0.01%+38,96313F-HRTimelineGroup
Apella Capital, LLC64,172$6.49M0.09%-1,33213F-HRTimeline
MAYPORT, LLC63,855$6.47M1%+1,84913F-HRTimeline
UBS Group AGin group UBS Group AG62,184$6.3M<0.01%+16,84513F-HRTimelineGroup
Haverford Trust Co61,563$6.24M0.05%+6,38413F-HRTimeline
RW Investment Management LLC61,269$6.21M0.54%+12,99213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV61,227$6.2M0.71%+10,08013F-HRTimeline
GenTrust, LLC58,684$5.95M0.23%-1,87813F-HRTimeline
Capital Investment Services of America,…53,210$5.39M0.53%-23,11013F-HRTimeline
Farther Finance Advisors, LLC51,760$5.24M0.04%+20,48413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,351$5.2M<0.01%+14,97713F-HRTimelineGroup
Topsail Wealth Management, LLC51,216$5.19M0.66%+10913F-HRTimeline
Firestone Capital Management51,071$5.17M0.96%-7,56313F-HRTimeline
BlueChip Wealth Advisors LLC45,299$4.59M1.74%+5,20813F-HRTimeline
Ashton Thomas Private Wealth, LLC43,681$4.43M0.09%-3,81513F-HRTimeline
Dakota Wealth Management41,779$4.23M0.08%-50013F-HRTimeline
Financial Engines Advisors L.L.C.40,760$4.13M0.01%+7,21613F-HRTimeline
Sanchez Levi Garrett40,227$4.08M2.21%013F-HRTimeline
Mariner, LLCin group Mariner, LLC39,496$4M<0.01%+2,99713F-HRTimelineGroup
Bedel Financial Consulting, Inc.38,035$3.85M0.37%+3,22813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,688$3.62M0.01%-134,95313F-HR/ATimelineGroup
Haven Private, LLC34,656$3.51M1.33%-2,79713F-HRTimeline
Sterling Financial Planning, Inc.34,648$3.51M0.95%+1,67213F-HRTimeline
NewEdge Advisors, LLC34,423$3.49M0.01%+5,03113F-HRTimeline
Aspire Private Capital, LLC34,356$3.48M0.72%+5,32813F-HRTimeline
Karpus Management, Inc.34,250$3.47M0.1%-70013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC33,706$3.41M0.96%+2,91713F-HRTimeline
Integrated Wealth Concepts LLC16,610$3.36M0.02%-2,93913F-HRTimeline
HighTower Advisors, LLC33,111$3.35M<0.01%+28,38513F-HRTimeline
Elequin Capital, LP31,278$3.17M0.11%+27,39213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC30,945$3.14M0.06%new13F-HRTimelineGroup
Burton Enright Welch30,543$3.09M0.36%+10,18613F-HRTimeline
Atria Investments, Inc29,632$3M0.03%+2,79313F-HRTimeline
Americana Partners, LLC29,600$3M0.07%new13F-HRTimeline
Evanson Financial, LLC27,075$2.74M0.13%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,829$2.72M0.07%+4,56113F-HRTimeline
Ausdal Financial Partners, Inc.26,087$2.64M0.1%-6113F-HRTimeline
Avior Wealth Management, LLC25,970$2.63M0.07%+5,60013F-HRTimeline
Eaton-Cambridge Inc.25,374$2.57M0.72%+1,71513F-HRTimeline
TCI Wealth Advisors, Inc.25,155$2.55M0.11%-13,51213F-HRTimeline
Silver Oak Advisory Group, Inc.24,804$2.51M0.99%+93813F-HRTimeline
MML INVESTORS SERVICES, LLC24,369$2.47M0.01%+13,55313F-HRTimeline
HUB Investment Partners, LLC24,367$2.47M0.05%+16,13113F-HRTimeline
Frankly Finances, LLC23,301$2.36M1.87%+1,90013F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC22,581$2.29M0.51%-2,24313F-HRTimeline
SURIENCE PRIVATE WEALTH LLC22,493$2.28M2%-1,92213F-HRTimeline
Choate Investment Advisors22,386$2.27M0.04%+3,29513F-HRTimeline
Bluespring Wealth Management, LLC21,901$2.22M0.04%+15,68213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,601$2.19M+10,844Timeline
WINNACLE WEALTH LLC21,254$2.15M1.46%+5,00813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,328$2.06M<0.01%-64113F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC19,901$2.02M0.33%-47413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,725$2M0.02%+14,47513F-HRTimelineGroup
IF Advisors, LLC19,400$1.97M1.29%-25,10013F-HRTimeline
Passive Capital Management, LLC.18,639$1.89M0.59%-5,58613F-HRTimeline
Sunesis Advisors, LLC18,511$1.88M0.78%+7,83713F-HRTimeline
Diversified Portfolios, Inc.18,422$1.87M0.14%-1,40813F-HRTimeline
MB Generational Wealth, LLC18,380$1.86M0.91%+14,22613F-HRTimeline
Laurel Wealth Advisors LLC18,289$1.85M0.18%+50113F-HRTimeline
HB Wealth Management, LLC18,250$1.85M0.01%-3,12713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,687$1.79M0.22%+4,15813F-HRTimeline
Private Advisor Group, LLC17,504$1.77M0.01%-19,42213F-HRTimeline
Single Point Partners, LLC17,369$1.76M0.31%+1,81213F-HRTimeline
Arax Advisory Partners16,786$1.7M0.01%+1,24313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,146$1.64M<0.01%-98713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …15,449$1.57M0.08%+94213F-HRTimeline
Integrity Investment Advisors, LLC15,363$1.56M0.68%-4,39613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,724$1.49M<0.01%013F-HRTimelineGroup
Allodium Investment Consultants, LLC14,348$1.45M0.62%-5,24413F-HRTimeline
GEN Financial Management, INC.14,332$1.45M0.87%+51113F-HRTimeline
OneDigital Investment Advisors LLC14,042$1.42M0.01%+7513F-HRTimeline
McNaughton Wealth Management, LLC13,472$1.36M0.48%+8,51613F-HRTimeline
Waverly Advisors, LLC13,293$1.35M0.01%+15013F-HRTimeline
URS Advisory LLC13,213$1.34M0.75%+4,12013F-HRTimeline
Sound Portfolio Advisors, LLC12,872$1.3M0.93%+8,87213F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,835$1.3M0.1%-99313F-HRTimeline
Tribridge Partners Financial LLC12,856$1.29M0.51%+1,40613F-HRTimeline
SwitchPoint Financial Planning, LLC12,346$1.25M0.72%-10213F-HRTimeline
Whitegate Investment Counselors, Inc.12,330$1.25M0.36%-5,05013F-HRTimeline
Per Stirling Capital Management, LLC.12,072$1.22M0.12%+96913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,011$1.22M<0.01%-1,92913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC11,956$1.21M0.05%-6713F-HRTimeline
Signal Advisors Wealth, LLC11,888$1.2M0.06%013F-HRTimeline
Alhambra Investment Management LLC11,700$1.19M0.52%+90013F-HRTimeline
Ballast Rock Private Wealth LLC10,908$1.11M0.51%-6513F-HRTimeline
Allworth Financial LP10,886$1.1M<0.01%+4,37313F-HRTimeline
Janney Montgomery Scott LLC10,765$1.09M<0.01%-26013F-HRTimeline
Mutual Advisors, LLC10,715$1.09M0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,175$1.03M<0.01%+7,84113F-HRTimelineGroup
Planning Center, Inc.10,169$1.03M0.1%-49513F-HRTimeline
Congress Park Capital LLC10,000$1.01M0.27%+2,00013F-HRTimeline
BURNEY CO/9,759$989K0.03%+79213F-HRTimeline
Cambridge Investment Research Advisors,…9,540$967K<0.01%+31513F-HR/ATimeline
Quantinno Capital Management LP9,438$956K<0.01%-1,97813F-HRTimeline
BLAIR WILLIAM & CO/IL9,407$953K<0.01%-88513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…9,389$951K0.01%new13F-HRTimelineGroup
Zhang Financial LLC9,365$949K0.03%new13F-HRTimeline
Rothschild Wealth LLC9,357$948K0.08%013F-HRTimeline
Pillar Financial Advisors, LLC9,315$944K0.49%-12,83713F-HRTimeline
Wedmont Private Capital9,102$920K0.03%+1,16313F-HRTimeline
CVA Family Office, LLC8,955$907K0.08%-7913F-HRTimeline
Savvy Advisors, Inc.8,902$902K0.02%+80513F-HRTimeline
Three Arch Wealth Management LLC8,769$888K0.14%+9313F-HRTimeline
Bridgewealth Advisory Group, LLC8,722$884K0.17%-41313F-HRTimeline
Gutierrez Wealth Advisory, LLC8,384$849K0.49%+4613F-HRTimeline
Fortune Financial Advisors, LLC8,239$835K0.36%+66113F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC8,221$830K0.47%-27913F-HRTimeline
L2 Asset Management, LLC8,167$827K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,137$824K0.01%-47713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,965$807K<0.01%+1,50013F-HRTimelineGroup
HEADINVEST, LLC7,934$804K0.15%013F-HRTimeline
Integrity Advisory Solutions, LLC7,913$802K0.08%013F-HRTimeline
Thrive Wealth Management, LLC7,493$759K0.1%+75213F-HRTimeline
Roan Capital Partners7,332$743K0.62%-33013F-HRTimeline
WealthSpring Partners, LLC7,215$731K0.63%+813F-HRTimeline
Rockbridge Investment Management, LCC7,062$715K0.06%013F-HRTimeline
Manuka Financial, LLC7,018$711K0.37%+87113F-HRTimeline
Avidian Wealth Enterprises, LLC6,969$706K0.02%+3,37713F-HRTimeline
EnRich Financial Partners LLC6,826$692K0.16%-213F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC6,810$690K0.24%new13F-HRTimeline
Bridgewater Advisors Inc.6,797$683K0.04%new13F-HRTimeline
Betterment LLC6,719$681K<0.01%-2,66313F-HRTimeline
RCS Financial Planning, LLC6,656$674K0.32%013F-HRTimeline
Arbor Investment Advisors, LLC6,644$673K0.08%013F-HRTimeline
Valley Financial Group, Inc.6,525$661K0.33%+1,46213F-HRTimeline
Integrity Wealth Solutions LLC6,313$640K0.24%-41013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,261$634K0.01%+93913F-HRTimeline
Main Street Financial Solutions, LLC6,194$628K0.04%+35313F-HRTimeline
R2 Capital Strategies, LLC6,155$624K0.28%13F-HRTimeline
Hurlow Wealth Management Group, Inc.5,983$606K0.13%+1,08713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,937$602K0.02%-40013F-HRTimelineGroup
Cornerstone Financial Management LLC5,922$600K0.48%+22513F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,913$599K<0.01%+3,50013F-HRTimelineGroup
CoreCap Advisors, LLC5,908$599K0.02%+1,10713F-HRTimeline
Symmetry Partners, LLC5,725$580K0.03%+1,13213F-HRTimeline
&PARTNERS5,635$571K<0.01%+52313F-HRTimeline
Elser Financial Planning, Inc5,618$569K0.02%+1,67313F-HRTimeline
Schiavi & Co LLC5,468$554K0.15%new13F-HRTimeline
Eldridge Investment Advisors, Inc.5,479$554K0.11%+88013F-HRTimeline
Crews Bank & Trust5,450$552K0.07%013F-HRTimeline
TAGStone Capital, Inc.5,443$551K0.18%-44013F-HRTimeline
Donalies Financial Planning, LLC5,439$551K0.41%+1,69313F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,435$551K0.01%+2,63513F-HRTimeline
Montis Financial, LLC5,314$538K0.11%013F-HRTimeline
Rehmann Capital Advisory Group5,297$537K0.02%+3513F-HRTimeline
Stone Summit Wealth LLC5,276$535K0.14%-13313F-HRTimeline
VestGen Advisors, LLC5,272$534K0.02%+113F-HRTimeline
Sanctuary Advisors, LLC5,214$528K<0.01%+74913F-HRTimeline
L.K. Benson & Company, P.C.5,183$525K0.16%+2413F-HRTimeline
Quantum Financial Planning Services, In…5,079$515K0.16%013F-HRTimeline
First Heartland Consultants, Inc.5,007$507K0.03%-69513F-HRTimeline
Piscataqua Savings Bank5,000$507K0.34%013F-HRTimeline
Composition Wealth, LLC4,946$501K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC4,898$496K0.02%-4,78713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,784$485K0.01%+77913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,677$474K<0.01%+49413F-HRTimelineGroup
Modern Wealth Management, LLC4,561$462K0.01%-4,80513F-HRTimeline
Slow Capital, Inc.4,472$453K0.05%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,371$443K0.01%+1,22113F-HRTimeline
Brand Asset Management Group, Inc.4,344$440K0.1%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,330$439K-6,015Timeline
SigFig Wealth Management, LLC4,319$437K0.01%+43813F-HRTimeline
XML Financial, LLC4,266$432K0.03%013F-HRTimeline
Directional Asset Management4,223$428K0.41%-2,32913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,215$427K0.02%-1,05613F-HRTimeline
Compound Planning, Inc.4,143$420K0.01%+1,19413F-HRTimeline
Lake Hills Wealth Management, LLC4,072$413K0.19%new13F-HRTimeline
Hanson & Doremus Investment Management4,049$410K0.04%+2,56813F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,784$383K0.32%new13F-HRTimeline
Financial Plan, Inc.3,778$383K0.04%+99513F-HRTimeline
Burk Holdings LLC3,761$381K0.14%+55813F-HRTimeline