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Disclosery

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
MERCER GLOBAL ADVISORS INC /ADV1,313,515$133M0.2%-61,25913F-HRTimeline
Wescott Financial Advisory Group, LLC668,567$67.9M5.93%+32,41213F-HRTimeline
Gleason Group, Inc.283,444$28.8M2.82%-20,92513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA281,168$28.6M0.07%+31,20013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,031$28.3M<0.01%+19,06813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,615$27.8M0.01%+131,51313F-HRTimelineGroup
Karpus Management, Inc.262,800$26.7M0.82%-37,45013F-HR/ATimeline
SEEDS INVESTOR LLC189,558$19.3M3.69%+6,85813F-HRTimeline
Bedel Financial Consulting, Inc.164,779$16.7M1.8%+142,16513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP156,555$15.9M0.02%-6,92513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,189$14.2M<0.01%+37,06913F-HRTimelineGroup
Cetera Investment Advisers116,241$11.8M0.01%-1,67913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC106,331$10.8M0.06%+12,20013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC101,454$10.3M0.71%-6,68813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,868$9.96M0.01%+1,84813F-HRTimeline
Stonebridge Capital Advisors LLC91,915$9.34M0.65%+7,07813F-HRTimeline
Beacon Bank & Trust90,511$9.19M1.87%+8,09813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,640$8.9M0.01%+56,37513F-HRTimeline
Beacon Pointe Advisors, LLC85,411$8.68M0.06%+2,56613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,233$8.25M0.01%+37,59413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC77,581$7.88M<0.01%+53,50013F-HR/ATimelineGroup
Capital Investment Services of America,…76,420$7.76M0.73%+5013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding75,364$7.66M+6,525Timeline
Hughes Financial Services, LLC72,147$7.33M1.15%+1,15813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,354$6.84M<0.01%+24,03513F-HRTimelineGroup
Firestone Capital Management54,692$5.56M1.18%+7,08213F-HRTimeline
LPL Financial LLC52,133$5.3M<0.01%+11,07913F-HRTimeline
Topsail Wealth Management, LLC51,105$5.19M0.76%+313F-HRTimeline
Apella Capital, LLC50,462$5.13M0.1%new13F-HRTimeline
Legacy PCG, LLC49,226$5M3.1%-1,33013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV48,974$4.97M0.78%+9,95113F-HRTimeline
Ashton Thomas Private Wealth, LLC46,449$4.72M0.12%+13,13413F-HRTimeline
Altiora Financial Group, LLC44,151$4.48M0.77%+3,42013F-HRTimeline
Dakota Wealth Management44,079$4.48M0.08%+9,12913F-HR/ATimeline
MAYPORT, LLC41,337$4.2M0.85%+10,86813F-HRTimeline
IF Advisors, LLC40,000$4.06M3.3%13F-HRTimeline
TCI Wealth Advisors, Inc.39,649$4.03M0.22%+14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,441$4.01M0.01%+2,49313F-HRTimelineGroup
UBS Group AGin group UBS Group AG39,372$4M<0.01%+77013F-HRTimelineGroup
Private Advisor Group, LLC36,036$3.66M0.02%+9,83513F-HRTimeline
Financial Engines Advisors L.L.C.33,344$3.39M0.01%-52913F-HRTimeline
Haven Private, LLC32,724$3.32M1.45%+79413F-HRTimeline
Sterling Financial Planning, Inc.31,810$3.23M0.97%+1,66613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC30,810$3.13M0.97%+59013F-HRTimeline
BlueChip Wealth Advisors LLC30,426$3.09M1.3%+3,97813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,881$3.04M<0.01%+12,82813F-HRTimelineGroup
GenTrust, LLC28,463$2.89M0.13%+6,27313F-HRTimeline
Aspire Private Capital, LLC27,562$2.8M0.62%+4213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,927$2.74M<0.01%+25,76613F-HR/ATimelineGroup
S.A. Mason LLC26,606$2.7M1.07%new13F-HRTimeline
Burton Enright Welch25,989$2.64M0.37%+2,61613F-HRTimeline
Evanson Asset Management, LLC25,468$2.59M0.14%-32513F-HRTimeline
Haverford Trust Co24,550$2.49M0.02%+4,91513F-HRTimeline
Clearstead Advisors, LLC24,180$2.46M0.03%+6,87913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC23,310$2.37M0.62%+61413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,195$2.36M<0.01%new13F-HRTimelineGroup
Atria Investments, Inc21,985$2.23M0.03%-4,23513F-HRTimeline
Silver Oak Advisory Group, Inc.21,942$2.23M1.01%+5613F-HRTimeline
Frankly Finances, LLC21,268$2.16M2.05%13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,082$2.14M<0.01%+10,60313F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC20,767$2.11M0.36%+59913F-HRTimeline
HB Wealth Management, LLC20,341$2.07M0.01%+86013F-HRTimeline
Eaton-Cambridge Inc.20,104$2.04M0.67%+6,66213F-HRTimeline
Diversified Portfolios, Inc.19,904$2.02M0.17%+34713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC19,259$1.96M0.06%+5,79213F-HRTimeline
Allodium Investment Consultants, LLC19,036$1.93M0.98%+3,15913F-HRTimeline
Passive Capital Management, LLC.18,639$1.89M0.59%+1,43313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,399$1.87M<0.01%+1,96813F-HRTimelineGroup
Choate Investment Advisors17,815$1.81M0.04%+15213F-HRTimeline
Modern Wealth Management, LLC17,468$1.77M0.03%+1,21813F-HRTimeline
Whitegate Investment Counselors, Inc.17,380$1.77M0.55%013F-HRTimeline
Avior Wealth Management, LLC16,935$1.72M0.05%+6,99513F-HRTimeline
Farther Finance Advisors, LLC16,296$1.66M0.02%+5,95213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,146$1.64M<0.01%-16,04413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,728$1.6M0.06%+2,69313F-HRTimelineGroup
NewEdge Advisors, LLC15,010$1.52M0.01%+1,02713F-HRTimeline
Single Point Partners, LLC14,537$1.48M0.29%+71013F-HRTimeline
Laurel Wealth Advisors LLC14,483$1.47M0.19%+613F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,115$1.43M0.12%+313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,965$1.42M0.08%+1,37513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,940$1.42M0.01%013F-HRTimelineGroup
Arax Advisory Partners13,925$1.41M0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC13,916$1.41M0.01%+33913F-HRTimeline
Integrity Investment Advisors, LLC13,785$1.4M0.77%+63613F-HRTimeline
BURNEY CO/12,251$1.24M0.04%+1,08613F-HRTimeline
SwitchPoint Financial Planning, LLC11,850$1.2M0.84%-10113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,156$1.13M0.05%+1,81613F-HRTimeline
Janney Montgomery Scott LLC11,025$1.12M<0.01%-2513F-HRTimeline
Ballast Rock Private Wealth LLC10,969$1.11M0.7%13F-HRTimeline
BLAIR WILLIAM & CO/IL10,854$1.1M<0.01%+1,89513F-HRTimeline
Alhambra Investment Management LLC10,800$1.1M0.51%013F-HRTimeline
Sunesis Advisors, LLC10,674$1.08M0.49%013F-HRTimeline
Planning Center, Inc.10,664$1.08M0.11%013F-HRTimeline
TAGStone Capital, Inc.10,373$1.05M0.39%-76513F-HRTimeline
Tribridge Partners Financial LLC10,163$1.03M0.43%+2,31813F-HRTimeline
Pillar Financial Advisors, LLC9,698$985K0.59%+1,17713F-HRTimeline
Waverly Advisors, LLC9,543$969K0.01%-3813F-HRTimeline
Rothschild Wealth LLC9,357$950K0.09%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…9,295$944K<0.01%-5,80813F-HRTimeline
Bridgewealth Advisory Group, LLC9,182$933K0.21%-60013F-HRTimeline
Per Stirling Capital Management, LLC.9,108$925K0.1%+2,81613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,971$911K-36,333Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,760$890K0.01%+76013F-HRTimelineGroup
Three Arch Wealth Management LLC8,636$877K0.16%13F-HRTimeline
Gutierrez Wealth Advisory, LLC8,307$844K0.53%-7,16713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,264$839K+130Timeline
Betterment LLC8,055$818K<0.01%+36613F-HRTimeline
HEADINVEST, LLC7,934$806K0.16%013F-HRTimeline
Savvy Advisors, Inc.7,892$802K0.03%-1,40013F-HRTimeline
Quantinno Capital Management LP7,509$763K<0.01%+5,05013F-HRTimeline
URS Advisory LLC7,480$760K0.63%13F-HRTimeline
Fortune Financial Advisors, LLC7,067$718K0.48%+2,65813F-HRTimeline
Rockbridge Investment Management, LCC7,062$717K0.07%+2,55313F-HRTimeline
RCS Financial Planning, LLC6,990$710K0.31%013F-HRTimeline
EnRich Financial Partners LLC6,881$699K0.19%-2313F-HRTimeline
Bridgewater Advisors Inc.6,797$693K0.04%013F-HRTimeline
Thrive Wealth Management, LLC6,741$685K0.1%013F-HRTimeline
Arbor Investment Advisors, LLC6,644$675K0.09%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,622$673K0.09%-1,10913F-HRTimeline
VSM Wealth Advisory, LLC6,619$672K0.2%+45413F-HRTimeline
MML INVESTORS SERVICES, LLC6,570$667K<0.01%+1,68013F-HRTimeline
Cornerstone Financial Management LLC6,545$665K0.62%13F-HR/ATimeline
Integrity Wealth Solutions LLC6,459$656K0.26%+2513F-HRTimeline
CWM, LLCin group CWM, LLC6,448$655K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6,266$637K0.04%-31,34913F-HRTimeline
Manuka Financial, LLC6,131$623K0.39%new13F-HRTimeline
Directional Asset Management5,977$607K0.53%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,874$597K<0.01%-1,21113F-HR/ATimelineGroup
First Heartland Consultants, Inc.5,569$566K0.04%+18313F-HRTimeline
XML Financial, LLC5,519$561K0.05%+2,10413F-HRTimeline
HighTower Advisors, LLC5,514$560K<0.01%+3,36713F-HRTimeline
Mariner, LLCin group Mariner, LLC5,486$557K<0.01%-1,21613F-HRTimelineGroup
Crews Bank & Trust5,450$554K0.08%-10013F-HRTimeline
Stone Summit Wealth LLC5,351$544K0.15%+1,50913F-HRTimeline
Rehmann Capital Advisory Group5,238$532K0.03%new13F-HRTimeline
Main Street Financial Solutions, LLC5,177$526K0.04%+76013F-HRTimeline
L.K. Benson & Company, P.C.5,142$522K0.26%+8313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,119$520K0.01%+92213F-HRTimeline
Quantum Financial Planning Services, In…5,079$516K0.19%013F-HRTimeline
Montis Financial, LLC5,063$514K0.1%+60713F-HRTimeline
Congress Park Capital LLC5,000$508K0.15%new13F-HRTimeline
Piscataqua Savings Bank5,000$508K0.36%+1,00013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,830$491K0Timeline
CoreCap Advisors, LLC4,801$488K0.02%+2513F-HRTimeline
HUB Investment Partners, LLC4,698$477K0.01%new13F-HRTimeline
Oxbow Advisors, LLC4,667$474K0.04%-69013F-HRTimeline
Meridian Wealth Management, LLC4,600$467K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,592$466K0.02%+213F-HRTimeline
Eldridge Investment Advisors, Inc.4,499$457K0.1%013F-HRTimeline
Allworth Financial LP4,411$448K<0.01%+1,45313F-HRTimeline
&PARTNERS4,390$446K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,362$443K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC4,302$437K0.01%+3,50313F-HRTimeline
Symmetry Partners, LLC4,040$410K0.02%new13F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC3,954$402K0.38%13F-HRTimeline
Elser Financial Planning, Inc3,945$401K0.29%+1,82813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,909$397K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,900$396K<0.01%+1,62313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,850$391K<0.01%new13F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,812$387K0.11%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.3,741$380K0.09%+73213F-HRTimeline
CVA Family Office, LLC3,715$377K0.04%+21213F-HRTimeline
Bluespring Wealth Management, LLC3,640$370K0.03%+50113F-HRTimeline
Summit Financial, LLC3,626$368K0.01%new13F-HRTimeline
McIlrath & Eck, LLC3,591$365K0.03%+56713F-HRTimeline
ETF Portfolio Partners, Inc.3,490$354K0.09%-1,50013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,483$354K0.02%013F-HRTimeline
Valley Financial Group, Inc.3,399$345K0.19%+65313F-HRTimeline
Sanctuary Advisors, LLC3,393$345K<0.01%+60113F-HRTimeline
SigFig Wealth Management, LLC3,357$341K0.01%+14813F-HRTimeline
SURIENCE PRIVATE WEALTH LLC3,352$340K0.39%new13F-HRTimeline
Trellis Wealth Advisors LLC3,279$333K0.13%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,219$327K0.05%-12013F-HRTimeline
Garner Asset Management Corp3,200$325K0.12%new13F-HRTimeline
MB Generational Wealth, LLC3,122$317K0.17%+92213F-HRTimeline
Midwestern Financial, LLC /IA2,973$302K0.25%+2713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,956$300K0.12%-7013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,950$300K0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.2,859$290K0.22%new13F-HRTimeline
McNaughton Wealth Management, LLC2,845$289K0.12%new13F-HRTimeline
Compass Advisory Group LLC2,717$276K0.07%new13F-HRTimeline
Willis Johnson & Associates, Inc.2,658$270K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,655$270K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,632$267K0.02%+713F-HRTimelineGroup
Magnolia Private Wealth, LLC2,592$263K0.18%-21513F-HRTimeline
MCF Advisors LLC2,535$257K0.01%new13F-HRTimeline
Vise Technologies, Inc.2,485$252K<0.01%new13F-HRTimeline
Root Financial Partners, LLC2,485$252K0.01%-32013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,467$251K0.01%-63313F-HRTimeline
North Star Investment Management Corp.2,460$250K0.02%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,450$249K0.04%013F-HRTimeline
Lodestone Wealth Management LLC2,450$249K0.1%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,400$244K0.07%-25013F-HRTimeline
Fortis Group Advisors, LLC2,366$242K0.04%+1613F-HRTimeline
Retirement Planning Group, LLC2,377$241K0.01%013F-HRTimeline
PDS Planning, Inc2,374$241K0.02%+14513F-HRTimeline
CGN Advisors LLC2,349$239K0.02%+3813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,340$238K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,336$237K0.03%13F-HRTimeline
Level Financial Advisors2,292$233K0.06%013F-HRTimeline