Skip to content
Disclosery

VTES VANGUARD WELLINGTON FD

Follow

ETF (fund)

152 managers (156 13F filers) reported a position in VTES shares at 2025-03-31, 3,422,931 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
152
13F filers
156
New
28
Added
78
Reduced
26
Sold out
8
Shares held by filers
3,422,931

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wescott Financial Advisory Group, LLC647,297$65.1M6.74%+15,51113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP181,261$18.2M0.03%+168,41913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160,273$16.1M<0.01%+17,46113F-HRTimelineGroup
SEEDS INVESTOR LLC126,947$12.8M3.58%+28,91313F-HRTimeline
Beaird Harris Wealth Management, LLC115,487$11.6M0.99%-14,41213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,581$10.4M0.02%-7,92913F-HRTimeline
San Luis Wealth Advisors LLC94,625$9.51M2.15%-9,54313F-HR/ATimeline
Capital Investment Services of America,…80,770$8.12M0.82%-25013F-HRTimeline
Stonebridge Capital Advisors LLC76,645$7.7M0.63%+4,83213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,223$7.26M<0.01%+15,17513F-HRTimelineGroup
Cetera Investment Advisers69,712$7.01M0.01%+43,04613F-HRTimeline
Hughes Financial Services, LLC68,801$6.91M1.35%+53,43913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding55,544$5.58M+35,603Timeline
Focus Partners Wealthgroup of 2 filers holding55,232$5.55M+5,849Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,855$5.01M<0.01%+41,35813F-HRTimelineGroup
Gleason Group, Inc.47,468$4.77M0.86%+38,32413F-HRTimeline
Firestone Capital Management45,505$4.57M1.2%+4,29713F-HRTimeline
Altiora Financial Group, LLC42,118$4.23M0.9%+4,85813F-HRTimeline
Legacy PCG, LLC41,306$4.15M2.93%+16,15913F-HRTimeline
PrairieView Partners, LLC40,868$4.11M0.43%+13,77813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,708$3.99M0.01%+20,35113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,707$3.99M0.01%new13F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC36,084$3.63M0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,452$3.56M0.01%+16,69313F-HRTimeline
GenTrust, LLC34,167$3.43M0.16%-7,21813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,996$3.32M0.01%-7,27813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,932$3.31M0.26%+3,45813F-HRTimeline
Burton Enright Welch32,843$3.3M0.67%-27513F-HRTimeline
MAYPORT, LLC28,968$2.91M0.8%+66213F-HRTimeline
Sterling Financial Planning, Inc.28,424$2.86M1.04%+2,77513F-HRTimeline
Financial Engines Advisors L.L.C.28,407$2.85M0.01%+11,72413F-HRTimeline
TAGStone Capital, Inc.25,576$2.57M1.26%new13F-HRTimeline
Passive Capital Management, LLC.25,174$2.53M0.8%+8313F-HRTimeline
Evanson Asset Management, LLC24,819$2.49M0.18%-93813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV24,419$2.45M0.66%+13,63713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC24,131$2.43M1.29%+5,45613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,827$2.39M0.02%new13F-HR/ATimelineGroup
Atria Investments, Inc22,143$2.23M0.03%+12,41913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,745$2.19M<0.01%+18,28513F-HRTimelineGroup
LPL Financial LLC21,177$2.13M<0.01%-1,14013F-HRTimeline
Whitegate Investment Counselors, Inc.21,130$2.12M0.75%-3,71513F-HRTimeline
Silver Oak Advisory Group, Inc.20,448$2.06M1.09%+67013F-HRTimeline
Karpus Management, Inc.20,050$2.02M0.07%+9,70013F-HRTimeline
Diversified Portfolios, Inc.19,994$2.01M0.21%-5,44213F-HRTimeline
Private Advisor Group, LLC18,230$1.83M0.01%+4,81413F-HRTimeline
Haverford Trust Co18,115$1.82M0.02%+3,90013F-HRTimeline
Beacon Bank & Trust17,693$1.78M0.43%+9,21313F-HRTimeline
Graypoint LLC16,400$1.65M0.1%013F-HRTimeline
Dakota Wealth Management16,200$1.63M0.04%+9,10013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,799$1.49M+10,954Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,624$1.47M0.08%+1,61513F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC14,376$1.44M0.14%-46613F-HRTimeline
Integrity Investment Advisors, LLC13,574$1.36M1.25%13F-HRTimeline
BlueChip Wealth Advisors LLC13,319$1.34M0.66%+5,09313F-HRTimeline
Laurel Wealth Advisors LLC13,219$1.33M0.21%+1,50213F-HRTimeline
SwitchPoint Financial Planning, LLC13,188$1.33M1.26%-15113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,959$1.3M0.06%+1,60513F-HR/ATimeline
Single Point Partners, LLC12,269$1.23M0.29%+55413F-HRTimeline
Sunesis Advisors, LLC11,984$1.2M0.65%013F-HRTimeline
Aspire Private Capital, LLC11,976$1.2M0.3%new13F-HRTimeline
Planning Center, Inc.10,819$1.09M0.13%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,660$1.07M-300Timeline
Allodium Investment Consultants, LLC10,217$1.03M0.76%+2,15213F-HRTimeline
Kathleen S. Wright Associates Inc.9,800$985K0.41%+3,40013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,607$964K<0.01%+4,43913F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,514$956K0.08%new13F-HRTimeline
Savvy Advisors, Inc.9,292$934K0.09%013F-HRTimeline
Pillar Financial Advisors, LLC8,013$805K0.6%+42713F-HRTimeline
HEADINVEST, LLC7,934$797K0.16%013F-HRTimeline
FLOW TRADERS U.S. LLC7,732$777K0.03%+3,58013F-HRTimeline
RCS Financial Planning, LLC7,580$762K0.4%+9413F-HRTimeline
MML INVESTORS SERVICES, LLC7,012$705K<0.01%+3,47913F-HRTimeline
EnRich Financial Partners LLC6,991$703K0.24%-1513F-HRTimeline
Bridgewater Advisors Inc.6,797$680K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG6,614$665K<0.01%+2,30713F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,270$630K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC6,270$630K0.01%new13F-HR/ATimeline
Per Stirling Capital Management, LLC.6,190$622K0.09%+2,20513F-HRTimeline
Avior Wealth Management, LLC6,090$612K0.02%+5,59013F-HRTimeline
NewEdge Advisors, LLC5,935$597K<0.01%+3,29113F-HRTimeline
Eaton-Cambridge Inc.5,715$574K0.25%new13F-HRTimeline
Waverly Advisors, LLC5,665$569K0.01%-7513F-HRTimeline
Crews Bank & Trust5,550$558K0.1%013F-HRTimeline
Oxbow Advisors, LLC5,357$538K0.06%-26213F-HRTimeline
Clearstead Advisors, LLC5,316$534K0.01%+5,14113F-HRTimeline
Integrity Wealth Solutions LLC5,286$531K0.29%+2,81013F-HRTimeline
Creative Planningin group Creative Planning5,027$505K<0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.5,010$504K0.35%+313F-HRTimeline
Lakewood Asset Management LLC4,875$490K0.33%+19713F-HRTimeline
Alhambra Investment Management LLC4,800$482K0.25%013F-HRTimeline
CoreCap Advisors, LLC4,721$475K0.02%new13F-HRTimeline
Eldridge Investment Advisors, Inc.4,681$469K0.11%+25013F-HRTimeline
Cambridge Investment Research Advisors,…4,481$450K<0.01%+8213F-HRTimeline
Montis Financial, LLC4,456$448K0.13%new13F-HRTimeline
Main Street Financial Solutions, LLC4,452$447K0.04%+1,21813F-HRTimeline
Stone Summit Wealth LLC4,340$436K0.15%-1,33313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,032$405K<0.01%+82513F-HRTimelineGroup
Core Wealth Advisors, Inc.3,969$399K0.13%+99413F-HRTimeline
OneDigital Investment Advisors LLC3,873$389K<0.01%+31713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,794$381K<0.01%new13F-HRTimelineGroup
Trellis Wealth Advisors LLC3,673$369K0.18%+1213F-HRTimeline
McIlrath & Eck, LLC3,650$367K0.05%+27613F-HRTimeline
Beacon Pointe Advisors, LLC3,621$364K<0.01%-87113F-HRTimeline
CVA Family Office, LLC3,503$352K0.05%-99713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,500$352K0.06%new13F-HRTimeline
VSM Wealth Advisory, LLC3,494$351K0.13%+33513F-HRTimeline
Foundations Investment Advisors, LLC3,447$346K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC3,344$336K0.01%+49713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,043$306K0.02%new13F-HRTimelineGroup
Maia Wealth LLC3,029$302K0.07%+11313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,920$293K0.12%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,826$284K0.01%013F-HRTimelineGroup
SCS Capital Management LLC2,772$279K<0.01%new13F-HR/ATimeline
JFS WEALTH ADVISORS, LLC2,759$277K0.02%-2,00013F-HRTimeline
Allworth Financial LP2,695$269K<0.01%+1113F-HRTimeline
BURNEY CO/2,662$268K0.01%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,643$266K0.09%+113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,530$254K0.14%-15813F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…2,450$246K0.07%013F-HRTimeline
HighTower Advisors, LLC2,437$245K<0.01%+38613F-HRTimeline
Modern Wealth Management, LLC2,425$244K0.01%new13F-HR/ATimeline
Level Financial Advisors2,292$230K0.08%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,280$229K0.01%013F-HRTimeline
Valley Financial Group, Inc.2,203$221K0.15%+7313F-HRTimeline
Rialto Wealth Management, LLC2,170$218K0.07%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,152$216K<0.01%+113F-HRTimeline
Family Firm, Inc.2,057$207K0.05%+1013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,788$180K<0.01%+1,41413F-HR/ATimelineGroup
Stonebridge Financial Group, LLC1,576$158K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.1,533$154K0.05%+713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,475$148K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,470$148K0.03%+713F-HRTimeline
Accredited Wealth Management, LLC1,360$137K0.12%+1,12513F-HRTimeline
Global Financial Private Client, LLC1,230$124K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,200$121K<0.01%+24013F-HRTimeline
Principia Wealth Advisory, LLC941$93.7K0.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY826$83K<0.01%+75013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO712$71.7K<0.01%-99313F-HRTimelineGroup
Financial Management Professionals, Inc.700$70.4K0.01%013F-HRTimeline
Graney & King, LLC557$56K0.04%new13F-HRTimeline
Elequin Capital, LP502$50.5K0.01%-59413F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$50.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$50.2K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD423$42.5K0.03%-1,40813F-HRTimeline
Garde Capital, Inc.405$40.7K<0.01%new13F-HRTimeline
MAI Capital Management299$30.1K<0.01%013F-HRTimeline
IFP Advisors, Inc253$25.4K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$19.9K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.197$19.8K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC122$12.3K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST84$8.44K<0.01%+3413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.