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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
Integrated Advisors Network LLC3,704$375K0.02%new13F-HRTimeline
Oxbow Advisors, LLC3,680$373K0.03%-98713F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,678$373K0.02%013F-HRTimeline
Summit Financial, LLC3,667$371K<0.01%+2413F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC3,656$370K0.12%+70013F-HRTimelineGroup
Modera Wealth Management, LLC3,550$360K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,549$360K<0.01%-82213F-HRTimeline
Worth Asset Management, LLC3,497$354K0.11%new13F-HRTimeline
Compass Advisory Group LLC3,471$352K0.08%+52113F-HRTimeline
Acumen Wealth Advisors, LLC3,460$351K0.07%new13F-HRTimeline
DIVERSIFIED TRUST CO3,429$347K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,370$341K0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC3,227$327K0.18%-32513F-HRTimeline
Garner Asset Management Corp3,200$324K0.11%013F-HRTimeline
BRIGHTON JONES LLC3,172$321K0.01%+16513F-HRTimeline
Global Retirement Partners, LLC3,135$318K<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,050$309K0.05%+60013F-HRTimeline
HRT FINANCIAL LP3,019$305K<0.01%new13F-HRTimeline
Midwestern Financial, LLC /IA3,006$305K0.21%+2013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$304K<0.01%new13F-HRTimelineGroup
Trellis Wealth Advisors LLC2,984$302K0.1%013F-HRTimeline
Heartwood Wealth Advisors LLC2,980$302K0.02%013F-HRTimeline
Pasadena Private Wealth, LLC2,662$270K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,645$267K0.09%new13F-HRTimeline
MCF Advisors LLC2,560$259K0.01%+2513F-HRTimeline
Delos Wealth Advisors, LLC2,533$257K0.13%-5,31913F-HRTimeline
BOS Asset Management, LLC2,509$254K0.06%+1513F-HRTimeline
Argent Trust Co2,500$253K0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,500$253K0.03%013F-HRTimeline
Core Wealth Advisors, Inc.2,474$251K0.05%+49513F-HRTimeline
Verum Partners LLC2,472$250K0.04%+1513F-HRTimeline
North Star Investment Management Corp.2,460$249K0.01%013F-HRTimeline
Lodestone Wealth Management LLC2,450$248K0.09%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,442$247K0.06%new13F-HRTimeline
Amicus Financial Advisors, LLC2,439$247K0.06%013F-HRTimeline
IFG Advisory, LLC2,425$246K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,410$244K<0.01%-24513F-HRTimeline
PDS Planning, Inc2,400$243K0.01%+1613F-HRTimeline
Fortis Group Advisors, LLC2,393$242K0.04%+1113F-HRTimeline
Retirement Planning Group, LLC2,377$241K0.01%013F-HRTimeline
SCS Capital Management LLC2,368$240K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,347$238K0.02%+12913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,325$236K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.2,295$233K<0.01%013F-HRTimeline
Level Financial Advisors2,292$232K0.05%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,250$228K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC2,249$228K0.01%013F-HRTimeline
Sequent Planning LLC2,241$227K0.05%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,213$224K0.01%+413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,104$213K0.05%-4,79213F-HRTimeline
Advisory Services Network, LLC2,093$212K<0.01%+313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,080$211K<0.01%-4,12013F-HRTimelineGroup
Independent Advisor Alliance2,036$206K<0.01%new13F-HRTimeline
Mason Investment Advisory Services, Inc.2,032$206K0.01%+5313F-HRTimeline
Portland Financial Advisors Inc2,017$204K0.37%013F-HRTimeline
Perigon Wealth Management, LLC2,012$204K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC2,000$203K0.01%-2,60013F-HRTimeline
Life Planning Partners, Inc2,000$203K0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,976$200K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC1,975$200K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,970$200K0.02%013F-HR/ATimeline
3 FACTOR INDEXING, LLC1,868$189K0.16%013F-HRTimeline
Graney & King, LLC1,786$178K0.06%+21613F-HRTimeline
Westside Investment Management, Inc.1,500$152K0.02%+50013F-HRTimeline
Triumph Capital Management1,490$151K0.03%+49013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,472$149K0.03%-48113F-HRTimeline
FMR LLCin group FMR LLC1,451$147K<0.01%+96913F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,268$128K0.01%+40513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,250$127K<0.01%013F-HRTimeline
AE Wealth Management LLC1,152$117K<0.01%+31313F-HRTimeline
Aptus Capital Advisors, LLC1,101$112K<0.01%-7913F-HRTimeline
Atlatl Advisers LLC887$89.9K0.02%new13F-HRTimeline
Signature Equity Partners, LLC850$86.1K0.04%-1,51413F-HRTimeline
Birchwood Financial Partners, Inc.800$81K0.07%+45013F-HRTimeline
Rossby Financial, LCC780$79K0.01%+2713F-HRTimeline
Financial Management Professionals, Inc.700$70.9K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD595$60.3K0.02%+8213F-HRTimeline
Planning Strategies Inc.548$55.5K0.03%13F-HRTimeline
Vermillion Wealth Management, Inc.543$55K0.01%+313F-HRTimeline
EASTERN BANK500$50.7K<0.01%013F-HRTimeline
Gould Capital, LLC500$50.7K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.377$38.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc300$30.4K<0.01%013F-HRTimeline
NEPC LLC261$26.4K<0.01%-1613F-HRTimeline
IFP Advisors, Inc261$26.4K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…200$20.3K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.191$19.4K0.01%-2,88413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC167$16.9K<0.01%+113F-HRTimeline
NBH Bank152$15.4K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49$4.96K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC36$3.65K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.32$3.24K<0.01%new13F-HRTimeline
Parallel Advisors, LLC28$2.84K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4$436<0.01%013F-HRTimelineGroup