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Disclosery

VTES VANGUARD WELLINGTON FD

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ETF (fund)

186 managers (189 13F filers) reported a position in VTES shares at 2025-06-30, 5,731,413 shares in all. 44 filers opened a position and 12 filers sold out during the quarter.

Managers
186
13F filers
189
New
44
Added
74
Reduced
44
Sold out
12
Shares held by filers
5,731,413

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 /ADV1,262,847$127M0.29%+1,229,85113F-HRTimeline
Wescott Financial Advisory Group, LLC637,076$64.3M6.15%-10,22113F-HRTimeline
Gleason Group, Inc.305,954$30.9M3.35%+258,48613F-HRTimeline
Karpus Management, Inc.232,100$23.4M0.76%+212,05013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,608$22.3M<0.01%+60,33513F-HRTimelineGroup
SEEDS INVESTOR LLC165,459$16.7M3.92%+38,51213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP162,071$16.4M0.02%-19,19013F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC105,511$10.6M0.82%-9,97613F-HRTimeline
Cetera Investment Advisers103,246$10.4M0.02%+33,53413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,144$10.1M0.02%-3,43713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,085$9.09M0.01%+50,37813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,238$8.3M<0.01%+10,01513F-HRTimelineGroup
Stonebridge Capital Advisors LLC79,841$8.06M0.61%+3,19613F-HRTimeline
Capital Investment Services of America,…76,470$7.72M0.71%-4,30013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,848$7.66M<0.01%+25,99313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding69,827$7.05M+14,283Timeline
Hughes Financial Services, LLC68,439$6.94M1.19%-36213F-HRTimeline
Topsail Wealth Management, LLC51,100$5.16M0.94%new13F-HRTimeline
Legacy PCG, LLC44,419$4.48M2.87%+3,11313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,337$4.37M<0.01%+41,54913F-HR/ATimelineGroup
Firestone Capital Management42,860$4.33M1.02%-2,64513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC40,491$4.09M0.03%+16,66413F-HR/ATimelineGroup
Altiora Financial Group, LLC38,831$3.92M0.77%-3,28713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,438$3.88M0.28%+5,50613F-HRTimeline
Ashton Thomas Private Wealth, LLC35,593$3.59M0.13%-49113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,968$3.53M<0.01%-48413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV33,925$3.42M0.74%+9,50613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,726$3.4M<0.01%-5,98213F-HRTimelineGroup
Beacon Pointe Advisors, LLC33,311$3.36M0.04%+29,69013F-HRTimeline
UBS Group AGin group UBS Group AG33,163$3.35M<0.01%+26,54913F-HRTimelineGroup
Haven Private, LLC31,015$3.13M1.39%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,371$3.07M0.01%+8,62613F-HR/ATimelineGroup
PrairieView Partners, LLC29,572$2.98M0.29%-11,29613F-HRTimeline
Sterling Financial Planning, Inc.29,326$2.96M0.99%+90213F-HRTimeline
Dakota Wealth Management29,200$2.95M0.06%+13,00013F-HRTimeline
BlueChip Wealth Advisors LLC28,302$2.86M1.27%+14,98313F-HRTimeline
LPL Financial LLC28,272$2.85M<0.01%+7,09513F-HRTimeline
Financial Engines Advisors L.L.C.26,763$2.7M0.01%-1,64413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC26,715$2.7M1.27%+2,58413F-HRTimeline
Passive Capital Management, LLC.26,131$2.63M0.82%+95713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,042$2.63M<0.01%+22,01013F-HRTimelineGroup
Beacon Bank & Trust25,101$2.53M0.58%+7,40813F-HRTimeline
Atria Investments, Inc24,929$2.52M0.03%+2,78613F-HRTimeline
Evanson Asset Management, LLC24,905$2.51M0.16%+8613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC23,948$2.42M0.75%+21,30513F-HRTimeline
GenTrust, LLC23,587$2.38M0.11%-10,58013F-HRTimeline
Burton Enright Welch23,095$2.33M0.4%-9,74813F-HRTimeline
Aspire Private Capital, LLC21,781$2.2M0.51%+9,80513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,755$2.2M<0.01%+12,14813F-HRTimelineGroup
Elequin Capital, LP21,743$2.19M0.3%+21,24113F-HRTimeline
MAYPORT, LLC20,649$2.08M0.5%-8,31913F-HRTimeline
Bedel Financial Consulting, Inc.20,540$2.07M0.28%new13F-HRTimeline
Diversified Portfolios, Inc.20,508$2.07M0.2%+51413F-HRTimeline
Silver Oak Advisory Group, Inc.19,920$2.01M0.97%-52813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,509$1.87M<0.01%new13F-HRTimelineGroup
Whitegate Investment Counselors, Inc.17,380$1.75M0.6%-3,75013F-HRTimeline
Haverford Trust Co16,576$1.67M0.02%-1,53913F-HRTimeline
Graypoint LLC16,400$1.66M0.09%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,934$1.61M+1,135Timeline
San Luis Wealth Advisors LLC15,548$1.57M0.34%-79,07713F-HRTimeline
Gutierrez Wealth Advisory, LLC15,376$1.55M1.04%new13F-HRTimeline
Kathleen S. Wright Associates Inc.14,900$1.5M0.59%+5,10013F-HRTimeline
BURNEY CO/14,843$1.5M0.05%+12,18113F-HRTimeline
Private Advisor Group, LLC14,520$1.47M0.01%-3,71013F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,376$1.45M0.13%013F-HRTimeline
TAGStone Capital, Inc.14,264$1.45M0.6%-11,31213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,940$1.41M0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC13,723$1.39M0.21%+50413F-HR/ATimeline
Single Point Partners, LLC13,705$1.38M0.3%+1,43613F-HRTimeline
Integrity Investment Advisors, LLC13,422$1.35M1.04%-15213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,350$1.35M0.05%+39113F-HRTimeline
OneDigital Investment Advisors LLC13,299$1.34M0.01%+9,42613F-HRTimeline
NewEdge Advisors, LLC13,168$1.33M0.01%+7,23313F-HRTimeline
Cambridge Investment Research Advisors,…13,107$1.32M<0.01%+8,62613F-HRTimeline
Clearstead Advisors, LLC12,404$1.25M0.02%+7,08813F-HRTimeline
Arax Advisory Partners12,273$1.24M0.06%new13F-HRTimeline
Modern Wealth Management, LLC12,075$1.22M0.03%+9,65013F-HR/ATimeline
SwitchPoint Financial Planning, LLC11,897$1.2M0.98%-1,29113F-HRTimeline
Allodium Investment Consultants, LLC11,494$1.16M0.73%+1,27713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,116$1.12M<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,014$1.11M<0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,695$1.08M0.07%+1,18113F-HR/ATimeline
Planning Center, Inc.10,664$1.08M0.12%-15513F-HRTimeline
Bridgewealth Advisory Group, LLC9,682$977K0.25%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,377$946K-45,855Timeline
FLAGSHIP HARBOR ADVISORS, LLC9,340$943K0.04%new13F-HRTimeline
Savvy Advisors, Inc.9,292$938K0.06%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC9,250$934K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,957$904K0.04%-5,66713F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…8,665$875K0.34%+5,74513F-HRTimeline
Physician Wealth Solutions Inc.8,130$821K0.38%new13F-HRTimeline
HEADINVEST, LLC7,934$801K0.17%013F-HRTimeline
Alhambra Investment Management LLC7,800$787K0.39%+3,00013F-HRTimeline
Pillar Financial Advisors, LLC7,506$758K0.52%-50713F-HRTimeline
Waverly Advisors, LLC7,280$735K0.01%+1,61513F-HRTimeline
Avior Wealth Management, LLC7,190$726K0.03%+1,10013F-HRTimeline
RCS Financial Planning, LLC6,990$705K0.35%-59013F-HRTimeline
EnRich Financial Partners LLC6,958$702K0.22%-3313F-HRTimeline
Bridgewater Advisors Inc.6,797$688K0.05%013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC6,807$687K0.12%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,602$666K<0.01%-41013F-HRTimeline
Integrity Wealth Solutions LLC6,564$662K0.32%+1,27813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,410$647K-4,250Timeline
Per Stirling Capital Management, LLC.6,292$635K0.08%+10213F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,807$586K0.02%new13F-HRTimeline
Eaton-Cambridge Inc.5,715$577K0.22%013F-HRTimeline
Crews Bank & Trust5,550$560K0.09%013F-HRTimeline
Oxbow Advisors, LLC5,357$541K0.06%013F-HRTimeline
Quantum Financial Planning Services, In…5,079$513K0.24%new13F-HRTimeline
L.K. Benson & Company, P.C.5,034$508K0.31%+2413F-HRTimeline
First Heartland Consultants, Inc.4,995$504K0.04%new13F-HRTimeline
ETF Portfolio Partners, Inc.4,990$504K0.14%new13F-HRTimeline
VSM Wealth Advisory, LLC4,968$501K0.17%+1,47413F-HRTimeline
Stone Summit Wealth LLC4,959$501K0.16%+61913F-HRTimeline
Lakewood Asset Management LLC4,903$495K0.33%+2813F-HRTimeline
Thrive Wealth Management, LLC4,780$482K0.08%new13F-HRTimeline
CoreCap Advisors, LLC4,754$480K0.02%+3313F-HRTimeline
Main Street Financial Solutions, LLC4,598$464K0.03%+14613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,542$458K<0.01%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.4,499$453K0.09%-18213F-HRTimeline
Montis Financial, LLC4,456$450K0.12%013F-HRTimeline
HB Wealth Management, LLC4,200$424K<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC4,168$421K0.33%new13F-HRTimeline
FLOW TRADERS U.S. LLC3,680$371K0.01%-4,05213F-HRTimeline
Avidian Wealth Enterprises, LLC3,592$363K0.01%+24813F-HRTimeline
Maia Wealth LLC3,513$355K0.07%+48413F-HRTimeline
CVA Family Office, LLC3,503$354K0.05%013F-HRTimeline
Farther Finance Advisors, LLC3,497$353K0.01%+2,99713F-HRTimeline
Trellis Wealth Advisors LLC3,496$353K0.15%-17713F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,483$352K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC3,447$348K0.01%013F-HRTimeline
XML Financial, LLC3,415$345K0.03%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,400$343K0.05%-10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,336$337K<0.01%new13F-HRTimelineGroup
Tribridge Partners Financial LLC3,173$320K0.19%13F-HRTimeline
Willis Johnson & Associates, Inc.3,130$316K0.02%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,093$312K0.14%+56313F-HRTimeline
Betterment LLC3,044$307K<0.01%new13F-HRTimeline
Midwestern Financial, LLC /IA2,925$295K0.28%13F-HRTimeline
McIlrath & Eck, LLC2,922$295K0.03%-72813F-HRTimeline
Orion Porfolio Solutions, LLC2,892$292K<0.01%-3,37813F-HR/ATimeline
Root Financial Partners, LLC2,805$283K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,759$278K0.02%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,750$278K0.08%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,735$276K0.02%-30813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,726$275K0.01%-10013F-HRTimelineGroup
Allworth Financial LP2,705$273K<0.01%+1013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,702$273K<0.01%new13F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC2,689$271K0.05%new13F-HRTimeline
SigFig Wealth Management, LLC2,681$271K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,450$247K0.06%013F-HRTimeline
Lodestone Wealth Management LLC2,450$247K0.12%new13F-HRTimeline
Level Financial Advisors2,292$231K0.07%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,250$227K0.02%new13F-HRTimeline
Cornerstone Wealth Group, LLC2,249$227K0.02%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.2,240$226K<0.01%new13F-HRTimeline
Valley Financial Group, Inc.2,203$222K0.13%013F-HRTimeline
Rialto Wealth Management, LLC2,194$221K0.06%+2413F-HRTimeline
Fortis Group Advisors, LLC2,132$216K0.04%new13F-HRTimeline
ASSET PLANNING CORPORATION2,133$215K0.11%new13F-HRTimeline
SCS Capital Management LLC2,080$210K<0.01%-69213F-HRTimeline
PDS Planning, Inc2,035$205K0.02%new13F-HRTimeline
Bristlecone Advisors, LLC2,001$202K0.02%new13F-HRTimeline
BOS Asset Management, LLC1,990$201K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,688$170K<0.01%+48813F-HRTimeline
Vermillion Wealth Management, Inc.1,544$156K0.07%+1113F-HRTimeline
Accredited Wealth Management, LLC1,335$135K0.11%-2513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,298$131K<0.01%+1,09813F-HRTimelineGroup
Principia Wealth Advisory, LLC941$95K0.08%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD932$94.1K0.05%+50913F-HRTimeline
Hanson & Doremus Investment Management821$83K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.700$70.7K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO670$67.6K<0.01%-4213F-HRTimelineGroup
Graney & King, LLC557$56.2K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$50.5K<0.01%013F-HRTimeline
EASTERN BANK500$50.5K<0.01%new13F-HRTimeline
Garde Capital, Inc.405$40.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.360$36.3K0.01%+16313F-HRTimeline
MAI Capital Management299$30.2K<0.01%013F-HRTimeline
IFP Advisors, Inc255$25.7K<0.01%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST220$22.2K<0.01%+13613F-HRTimeline
CONQUIS FINANCIAL LLC122$12.3K0.01%013F-HRTimeline
Global Retirement Partners, LLC101$10.2K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY77$7.85K<0.01%-74913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…51$5.15K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.