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VTES VANGUARD WELLINGTON FD

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ETF (fund)

237 managers (240 13F filers) reported a position in VTES shares at 2025-12-31, 7,531,829 shares in all. 39 filers opened a position and 12 filers sold out during the quarter.

Managers
237
13F filers
240
New
39
Added
119
Reduced
36
Sold out
12
Shares held by filers
7,531,829

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Financial Plan, Inc.2,275$231K0.03%13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,250$229K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC2,249$228K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.2,210$225K0.02%+1513F-HRTimeline
B. Riley Wealth Advisors, Inc.2,206$224K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC2,148$219K0.02%new13F-HRTimeline
Portland Financial Advisors Inc2,017$205K0.44%new13F-HRTimeline
Life Planning Partners, Inc2,000$203K0.16%-60313F-HRTimeline
BOS Asset Management, LLC1,990$202K0.05%013F-HRTimeline
Core Wealth Advisors, Inc.1,979$201K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC1,975$201K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,976$201K0.01%-113F-HRTimeline
Mason Investment Advisory Services, Inc.1,970$200K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,656$168K0.01%+40613F-HRTimeline
Graney & King, LLC1,570$159K0.09%+1,17313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,522$155K<0.01%+99313F-HRTimelineGroup
Hanson & Doremus Investment Management1,474$150K0.02%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,298$132K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC941$95.6K0.06%013F-HRTimeline
Signature Equity Partners, LLC891$90.6K0.05%13F-HRTimeline
Financial Management Professionals, Inc.700$71.1K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST651$66.1K0.01%+35113F-HRTimeline
AE Wealth Management LLC586$59.5K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.537$54.6K0.02%-1,60713F-HRTimeline
EASTERN BANK500$50.8K<0.01%013F-HRTimeline
Gould Capital, LLC500$50.8K0.03%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD443$45K0.02%013F-HRTimeline
Rossby Financial, LCC410$41.6K0.01%+8813F-HRTimeline
Physician Wealth Advisors, Inc.377$38.3K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.350$35.6K0.04%13F-HRTimeline
NEPC LLC299$30.4K<0.01%new13F-HRTimeline
MAI Capital Management299$30.4K<0.01%013F-HRTimeline
IFP Advisors, Inc258$26.2K<0.01%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL216$22K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…200$20.3K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC187$19K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC165$16.8K<0.01%new13F-HRTimeline