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Disclosery

VTES VANGUARD WELLINGTON FD

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ETF (fund)

274 managers (281 13F filers) reported a position in VTES shares at 2026-03-31, 8,096,301 shares in all. 43 filers opened a position and 9 filers sold out during the quarter.

Managers
274
13F filers
281
New
43
Added
135
Reduced
49
Sold out
9
Shares held by filers
8,096,301

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Trellis Wealth Advisors LLC2,984$302K0.11%-29513F-HRTimeline
Heartwood Wealth Advisors LLC2,980$301K0.03%new13F-HRTimeline
Compass Advisory Group LLC2,950$298K0.08%+23313F-HRTimeline
Compound Planning, Inc.2,949$298K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning2,913$295K<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co2,800$283K0.01%+46013F-HRTimeline
Financial Plan, Inc.2,783$281K0.03%+50813F-HRTimeline
Willis Johnson & Associates, Inc.2,658$269K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,655$269K<0.01%013F-HRTimeline
MCF Advisors LLC2,535$256K0.01%013F-HRTimeline
Argent Trust Co2,500$253K0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC2,500$253K0.03%new13F-HRTimeline
Vise Technologies, Inc.2,485$252K<0.01%013F-HRTimeline
BOS Asset Management, LLC2,494$252K0.06%+50413F-HRTimeline
North Star Investment Management Corp.2,460$249K0.02%013F-HRTimeline
Verum Partners LLC2,457$249K0.05%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,450$248K0.04%013F-HRTimeline
Lodestone Wealth Management LLC2,450$248K0.1%013F-HR/ATimeline
Amicus Financial Advisors, LLC2,439$247K0.07%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,413$244K<0.01%-1,49613F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC2,399$243K0.04%-82013F-HRTimeline
Fortis Group Advisors, LLC2,382$241K0.04%+1613F-HRTimeline
PDS Planning, Inc2,384$241K0.02%+1013F-HRTimeline
Retirement Planning Group, LLC2,377$240K0.01%013F-HRTimeline
SCS Capital Management LLC2,368$239K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC2,364$239K0.13%+1,47313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,334$236K<0.01%+81213F-HR/ATimelineGroup
Valmark Advisers, Inc.2,295$232K<0.01%new13F-HRTimeline
Level Financial Advisors2,292$232K0.06%013F-HRTimeline
CGN Advisors LLC2,280$231K0.02%-6913F-HRTimeline
Cornerstone Wealth Group, LLC2,249$228K0.01%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,250$228K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.2,218$224K0.02%+813F-HRTimeline
B. Riley Wealth Advisors, Inc.2,209$223K0.01%+313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,150$217K<0.01%-21,04513F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,148$217K0.02%013F-HRTimeline
Advisory Services Network, LLC2,090$211K<0.01%new13F-HRTimeline
Portland Financial Advisors Inc2,017$204K0.42%013F-HRTimeline
Life Planning Partners, Inc2,000$202K0.15%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,979$200K0.01%+913F-HRTimeline
Core Wealth Advisors, Inc.1,979$200K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,976$200K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,970$199K0.02%-36613F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,953$198K0.05%+1,73713F-HRTimeline
3 FACTOR INDEXING, LLC1,868$189K0.18%13F-HRTimeline
Graney & King, LLC1,570$159K0.09%013F-HRTimeline
Hanson & Doremus Investment Management1,481$150K0.02%+713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,250$126K0.01%-40613F-HRTimeline
Aptus Capital Advisors, LLC1,180$119K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,000$101K0.02%new13F-HRTimeline
Triumph Capital Management1,000$101K0.02%new13F-HRTimeline
Root Financial Partners, LLC975$98.6K<0.01%-1,51013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST863$87.3K0.01%+21213F-HRTimeline
AE Wealth Management LLC839$84.9K<0.01%+25313F-HRTimeline
Rossby Financial, LCC753$76.1K0.02%+34313F-HRTimeline
Financial Management Professionals, Inc.700$70.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.540$54.6K0.02%+313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD513$51.9K0.02%+7013F-HRTimeline
EASTERN BANK500$50.6K<0.01%013F-HRTimeline
Gould Capital, LLC500$50.6K0.03%013F-HRTimeline
FMR LLCin group FMR LLC482$48.7K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.377$38.1K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.350$35.4K0.03%013F-HRTimeline
AdvisorNet Financial, Inc300$30.3K<0.01%new13F-HRTimeline
MAI Capital Management299$30.2K<0.01%013F-HRTimeline
NEPC LLC277$28K<0.01%-2213F-HRTimeline
IFP Advisors, Inc260$26.3K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$20.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…200$20.2K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC166$16.8K<0.01%+113F-HRTimeline
LRI Investments, LLC36$3.64K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32$3.24K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC28$2.83K<0.01%new13F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4$435<0.01%13F-HRTimelineGroup