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Disclosery

VTES VANGUARD WELLINGTON FD

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ETF (fund)

202 managers (206 13F filers) reported a position in VTES shares at 2025-09-30, 6,665,483 shares in all. 30 filers opened a position and 12 filers sold out during the quarter.

Managers
202
13F filers
206
New
30
Added
97
Reduced
44
Sold out
12
Shares held by filers
6,665,483

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 /ADV1,374,774$140M0.23%+111,92713F-HRTimeline
Wescott Financial Advisory Group, LLC636,155$64.8M5.82%-92113F-HRTimeline
Gleason Group, Inc.304,369$31M3.12%-1,58513F-HRTimeline
Karpus Management, Inc.300,250$30.6M0.97%+68,15013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,963$26.5M<0.01%+39,35513F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA249,968$25.5M0.06%new13F-HRTimelineGroup
SEEDS INVESTOR LLC182,700$18.6M3.93%+17,24113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP163,480$16.7M0.03%+1,40913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,102$14.5M<0.01%+59,86413F-HRTimelineGroup
Cetera Investment Advisers117,920$12M0.01%+14,67413F-HRTimeline
Beaird Harris Wealth Management, LLC108,142$11M0.78%+2,63113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,120$10.5M<0.01%+27,27213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…96,020$9.76M0.01%-4,12413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC94,131$9.59M0.06%+53,64013F-HR/ATimelineGroup
Stonebridge Capital Advisors LLC84,837$8.65M0.62%+4,99613F-HRTimeline
Beacon Pointe Advisors, LLC82,845$8.44M0.07%+49,53413F-HRTimeline
Beacon Bank & Trust82,413$8.4M1.81%+57,31213F-HRTimeline
Capital Investment Services of America,…76,370$7.78M0.69%-10013F-HRTimeline
Hughes Financial Services, LLC70,989$7.2M1.15%+2,55013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding68,839$7.02M-988Timeline
Topsail Wealth Management, LLC51,102$5.21M0.88%+213F-HRTimeline
Legacy PCG, LLC50,556$5.15M3.09%+6,13713F-HRTimeline
Firestone Capital Management47,610$4.85M1.05%+4,75013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding45,304$4.62M+35,927Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,639$4.45M0.01%+17,59713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,319$4.41M<0.01%+21,56413F-HRTimelineGroup
LPL Financial LLC41,054$4.18M<0.01%+12,78213F-HRTimeline
Altiora Financial Group, LLC40,731$4.15M0.76%+1,90013F-HRTimeline
TCI Wealth Advisors, Inc.39,500$4.03M0.24%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV39,023$3.98M0.73%+5,09813F-HRTimeline
UBS Group AGin group UBS Group AG38,602$3.93M<0.01%+5,43913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV37,615$3.83M0.26%-82313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,948$3.76M0.01%+6,57713F-HRTimelineGroup
Dakota Wealth Management34,950$3.56M0.07%+5,75013F-HR/ATimeline
Financial Engines Advisors L.L.C.33,873$3.45M0.01%+7,11013F-HRTimeline
Ashton Thomas Private Wealth, LLC33,315$3.4M0.09%-2,27813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,190$3.28M<0.01%-1,53613F-HRTimelineGroup
Haven Private, LLC31,930$3.25M1.44%+91513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,265$3.19M<0.01%-3,70313F-HRTimeline
MAYPORT, LLC30,469$3.11M0.67%+9,82013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC30,220$3.08M1.29%+3,50513F-HRTimeline
Sterling Financial Planning, Inc.30,144$3.07M0.97%+81813F-HRTimeline
Aspire Private Capital, LLC27,520$2.8M0.62%+5,73913F-HR/ATimeline
BlueChip Wealth Advisors LLC26,448$2.7M1.15%-1,85413F-HRTimeline
Atria Investments, Inc26,220$2.67M0.03%+1,29113F-HRTimeline
Private Advisor Group, LLC26,201$2.67M0.01%+11,68113F-HRTimeline
Evanson Asset Management, LLC25,793$2.63M0.15%+88813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,081$2.45M<0.01%+5,57213F-HRTimelineGroup
Burton Enright Welch23,373$2.38M0.36%+27813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC22,696$2.31M0.65%-1,25213F-HRTimeline
Bedel Financial Consulting, Inc.22,614$2.3M0.29%+2,07413F-HRTimeline
GenTrust, LLC22,190$2.26M0.1%-1,39713F-HRTimeline
Silver Oak Advisory Group, Inc.21,886$2.23M1.01%+1,96613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC20,168$2.06M0.35%+13,36113F-HRTimeline
Haverford Trust Co19,635$2M0.02%+3,05913F-HRTimeline
Diversified Portfolios, Inc.19,557$1.99M0.18%-95113F-HRTimeline
HB Wealth Management, LLC19,481$1.99M0.01%+15,28113F-HRTimeline
Elequin Capital, LP18,697$1.91M0.16%-3,04613F-HRTimeline
Choate Investment Advisors17,663$1.8M0.04%new13F-HRTimeline
Whitegate Investment Counselors, Inc.17,380$1.77M0.58%013F-HRTimeline
Clearstead Advisors, LLC17,301$1.76M0.03%+4,89713F-HRTimeline
Passive Capital Management, LLC.17,206$1.75M0.57%-8,92513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,053$1.74M<0.01%+13,71713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,431$1.67M<0.01%+5,31513F-HRTimelineGroup
Modern Wealth Management, LLC16,250$1.66M0.03%+4,17513F-HRTimeline
Allodium Investment Consultants, LLC15,877$1.62M0.91%+4,38313F-HRTimeline
Gutierrez Wealth Advisory, LLC15,474$1.58M1.01%+9813F-HRTimeline
Kathleen S. Wright Associates Inc.15,160$1.55M0.57%+26013F-HRTimeline
Cambridge Investment Research Advisors,…15,103$1.54M<0.01%+1,99613F-HRTimeline
Laurel Wealth Advisors LLC14,477$1.48M0.21%+75413F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,112$1.44M0.11%-26413F-HRTimeline
NewEdge Advisors, LLC13,983$1.43M0.01%+81513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,940$1.42M0.01%013F-HRTimelineGroup
Single Point Partners, LLC13,827$1.41M0.29%+12213F-HRTimeline
OneDigital Investment Advisors LLC13,577$1.38M0.01%+27813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,467$1.37M0.05%+11713F-HRTimeline
Eaton-Cambridge Inc.13,442$1.37M0.48%+7,72713F-HRTimeline
Integrity Investment Advisors, LLC13,149$1.34M0.89%-27313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,035$1.33M0.05%+4,07813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …12,590$1.28M0.07%+1,89513F-HRTimeline
SwitchPoint Financial Planning, LLC11,951$1.22M0.88%+5413F-HRTimeline
BURNEY CO/11,165$1.14M0.04%-3,67813F-HRTimeline
TAGStone Capital, Inc.11,138$1.14M0.45%-3,12613F-HRTimeline
Janney Montgomery Scott LLC11,050$1.13M<0.01%new13F-HRTimeline
Alhambra Investment Management LLC10,800$1.1M0.52%+3,00013F-HRTimeline
Sunesis Advisors, LLC10,674$1.09M0.51%13F-HRTimeline
Planning Center, Inc.10,664$1.09M0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,479$1.07M<0.01%-32,85813F-HRTimelineGroup
Farther Finance Advisors, LLC10,344$1.05M0.02%+6,84713F-HRTimeline
Avior Wealth Management, LLC9,940$1.01M0.03%+2,75013F-HRTimeline
Bridgewealth Advisory Group, LLC9,782$997K0.23%+10013F-HRTimeline
Waverly Advisors, LLC9,581$977K0.01%+2,30113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,340$952K0.04%013F-HRTimeline
Savvy Advisors, Inc.9,292$947K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,959$913K<0.01%-2,05513F-HRTimeline
Pillar Financial Advisors, LLC8,521$869K0.55%+1,01513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,134$829K-7,800Timeline
Physician Wealth Solutions Inc.8,130$829K0.36%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,000$815K0.01%+5,27413F-HRTimelineGroup
HEADINVEST, LLC7,934$809K0.17%013F-HRTimeline
Tribridge Partners Financial LLC7,845$797K0.37%+4,67213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC7,731$788K0.12%+4,33113F-HRTimeline
Betterment LLC7,689$784K<0.01%+4,64513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,085$722K<0.01%+2,54313F-HRTimelineGroup
RCS Financial Planning, LLC6,990$712K0.32%013F-HRTimeline
EnRich Financial Partners LLC6,904$704K0.2%-5413F-HRTimeline
Bridgewater Advisors Inc.6,797$689K0.05%013F-HRTimeline
Thrive Wealth Management, LLC6,741$687K0.1%+1,96113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,702$683K<0.01%+4,00013F-HRTimelineGroup
PFG Private Wealth Management, LLC6,434$656K0.29%new13F-HRTimeline
Integrity Wealth Solutions LLC6,434$656K0.29%-13013F-HRTimeline
Per Stirling Capital Management, LLC.6,292$641K0.08%013F-HRTimeline
VSM Wealth Advisory, LLC6,165$628K0.2%+1,19713F-HRTimeline
Crews Bank & Trust5,550$566K0.08%013F-HRTimeline
First Heartland Consultants, Inc.5,386$549K0.04%+39113F-HRTimeline
Oxbow Advisors, LLC5,357$546K0.05%013F-HRTimeline
ASSET PLANNING CORPORATION5,154$525K0.25%+3,02113F-HRTimeline
Quantum Financial Planning Services, In…5,079$518K0.21%013F-HRTimeline
L.K. Benson & Company, P.C.5,059$516K0.28%+2513F-HRTimeline
ETF Portfolio Partners, Inc.4,990$509K0.14%013F-HRTimeline
Lakewood Asset Management LLC4,932$503K0.3%+2913F-HRTimeline
MML INVESTORS SERVICES, LLC4,890$498K<0.01%-1,71213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,830$492K-1,580Timeline
CoreCap Advisors, LLC4,776$487K0.02%+2213F-HRTimeline
Avidian Wealth Enterprises, LLC4,590$468K0.02%+99813F-HRTimeline
Rockbridge Investment Management, LCC4,509$460K0.05%new13F-HRTimeline
Eldridge Investment Advisors, Inc.4,499$457K0.1%013F-HRTimeline
Montis Financial, LLC4,456$454K0.1%013F-HRTimeline
Main Street Financial Solutions, LLC4,417$450K0.03%-18113F-HRTimeline
Fortune Financial Advisors, LLC4,409$449K0.34%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,197$428K0.01%+2,50913F-HRTimeline
Piscataqua Savings Bank4,000$408K0.32%new13F-HRTimeline
Stone Summit Wealth LLC3,842$392K0.11%-1,11713F-HRTimeline
CVA Family Office, LLC3,503$357K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,483$355K0.02%013F-HRTimeline
Bristlecone Advisors, LLC3,476$354K0.03%+1,47513F-HRTimeline
XML Financial, LLC3,415$348K0.03%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,339$340K0.06%+65013F-HRTimeline
Foundations Investment Advisors, LLC3,322$339K<0.01%-12513F-HRTimeline
Trellis Wealth Advisors LLC3,279$334K0.14%-21713F-HRTimeline
Maia Wealth LLC3,229$327K0.06%-28413F-HRTimeline
SigFig Wealth Management, LLC3,209$327K0.01%+52813F-HRTimeline
Innova Wealth Partners3,150$321K0.17%new13F-HRTimeline
Bluespring Wealth Management, LLC3,139$320K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,100$316K0.01%-2,70713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,026$308K0.12%new13F-HR/ATimelineGroup
McIlrath & Eck, LLC3,024$308K0.03%+10213F-HRTimeline
Hurlow Wealth Management Group, Inc.3,009$307K0.08%new13F-HRTimeline
Allworth Financial LP2,958$301K<0.01%+25313F-HRTimeline
Midwestern Financial, LLC /IA2,946$300K0.26%+2113F-HRTimeline
High Net Worth Advisory Group LLC2,851$291K0.07%new13F-HRTimeline
Magnolia Private Wealth, LLC2,807$286K0.21%-1,36113F-HRTimeline
Root Financial Partners, LLC2,805$286K0.02%013F-HRTimeline
Sanctuary Advisors, LLC2,792$285K<0.01%new13F-HR/ATimeline
Valley Financial Group, Inc.2,746$280K0.16%+54313F-HRTimeline
Willis Johnson & Associates, Inc.2,658$271K0.02%-47213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,655$271K<0.01%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,650$270K0.07%-10013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,625$268K0.01%-11013F-HRTimelineGroup
Life Planning Partners, Inc2,603$265K0.19%new13F-HRTimeline
MFA Wealth Services2,592$264K0.18%new13F-HRTimeline
Quantinno Capital Management LP2,459$251K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,450$250K0.04%013F-HRTimeline
Lodestone Wealth Management LLC2,450$250K0.11%013F-HRTimeline
First Affirmative Financial Network2,402$245K0.12%new13F-HRTimeline
Retirement Planning Group, LLC2,377$242K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC2,350$239K0.04%+21813F-HRTimeline
CGN Advisors LLC2,311$236K0.02%new13F-HRTimeline
Level Financial Advisors2,292$234K0.07%013F-HRTimeline
Sequoia Financial Advisors, LLC2,277$232K<0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC2,249$229K0.02%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,250$229K0.01%013F-HRTimeline
PDS Planning, Inc2,229$227K0.02%+19413F-HRTimeline
MB Generational Wealth, LLC2,200$224K0.14%13F-HRTimeline
Washington Trust Advisors, Inc.2,195$224K0.02%new13F-HRTimeline
HighTower Advisors, LLC2,147$219K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,144$219K0.06%+60013F-HRTimeline
Elser Financial Planning, Inc2,117$215K0.26%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,059$210K0.08%-1,03413F-HRTimeline
BOS Asset Management, LLC1,990$203K0.06%013F-HRTimeline
Core Wealth Advisors, Inc.1,979$202K0.05%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,977$202K0.01%-78213F-HRTimeline
WEDBUSH SECURITIES INC1,975$201K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management1,462$149K0.02%+64113F-HRTimeline
Accredited Wealth Management, LLC516$146K0.11%-81913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,298$132K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,250$127K0.01%+75013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,161$118K<0.01%+1,08413F-HR/ATimelineGroup
Principia Wealth Advisory, LLC941$95.9K0.07%013F-HRTimeline
Global Retirement Partners, LLC799$81.4K<0.01%+69813F-HRTimeline
Financial Management Professionals, Inc.700$71.3K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO529$53.9K<0.01%-14113F-HR/ATimelineGroup
EASTERN BANK500$51K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD443$45.2K0.02%-48913F-HRTimeline
Graney & King, LLC397$40.5K0.03%-16013F-HRTimeline
Physician Wealth Advisors, Inc.377$38.4K0.01%+1713F-HRTimeline
Rossby Financial, LCC322$32.8K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST300$30.6K<0.01%+8013F-HRTimeline
MAI Capital Management299$30.5K<0.01%013F-HRTimeline
IFP Advisors, Inc256$26.1K<0.01%+113F-HR/ATimeline