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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
MERCER GLOBAL ADVISORS INC /ADV1,329,333$134M0.2%+15,81813F-HRTimeline
Wescott Financial Advisory Group, LLC725,519$73.4M6.43%+56,95213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/378,943$38.3M<0.01%+99,91213F-HRTimelineGroup
Gleason Group, Inc.299,562$30.3M3%+16,11813F-HRTimeline
TIAAgroup of 3 filers holding271,756$27.5M-9,412Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,557$24.1M0.01%-35,05813F-HRTimelineGroup
SEEDS INVESTOR LLC194,104$19.7M2.68%+4,54613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP170,641$17.2M0.02%+14,08613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN154,387$15.6M<0.01%+14,19813F-HR/ATimelineGroup
Cetera Investment Advisers115,283$11.7M0.01%-95813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY114,037$11.5M<0.01%+87,11013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC100,213$10.1M0.05%-6,11813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC98,904$10M0.68%-2,55013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,956$9.91M+22,592Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,628$9.67M0.01%+14,39513F-HRTimelineGroup
Beacon Bank & Trust94,228$9.53M1.95%+3,71713F-HRTimeline
Stonebridge Capital Advisors LLC90,006$9.1M0.64%-1,90913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,535$8.65M0.01%-2,10513F-HRTimeline
Beacon Pointe Advisors, LLC83,787$8.47M0.04%-1,62413F-HRTimeline
Capital Investment Services of America,…76,320$7.72M0.81%-10013F-HRTimeline
Hughes Financial Services, LLC75,612$7.65M1.17%+3,46513F-HRTimeline
LPL Financial LLC75,557$7.64M<0.01%+23,42413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,361$7.61M<0.01%+8,00713F-HRTimelineGroup
Altiora Financial Group, LLC74,514$7.54M1.24%+30,36313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,143$6.69M0.01%-31,72513F-HRTimeline
Apella Capital, LLC65,504$6.64M0.1%+15,04213F-HRTimeline
MAYPORT, LLC62,006$6.27M1.17%+20,66913F-HRTimeline
GenTrust, LLC60,562$6.13M0.26%+32,09913F-HRTimeline
Firestone Capital Management58,634$5.93M1.23%+3,94213F-HRTimeline
Haverford Trust Co55,179$5.58M0.05%+30,62913F-HRTimeline
S.A. Mason LLC52,870$5.35M2.01%+26,26413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV51,147$5.17M0.69%+2,17313F-HRTimeline
Topsail Wealth Management, LLC51,107$5.17M0.76%+213F-HRTimeline
RW Investment Management LLC48,277$4.88M0.47%13F-HRTimeline
Ashton Thomas Private Wealth, LLC47,496$4.8M0.11%+1,04713F-HRTimeline
First Affirmative Financial Network46,945$4.75M1.84%13F-HR/ATimeline
UBS Group AGin group UBS Group AG45,339$4.59M<0.01%+5,96713F-HRTimelineGroup
IF Advisors, LLC44,500$4.5M3.18%+4,50013F-HRTimeline
Dakota Wealth Management42,279$4.28M0.09%-1,80013F-HR/ATimeline
Sanchez Levi Garrett40,227$4.07M2.55%13F-HRTimeline
BlueChip Wealth Advisors LLC40,091$4.05M1.78%+9,66513F-HRTimeline
TCI Wealth Advisors, Inc.38,667$3.91M0.21%-98213F-HRTimeline
Clearstead Advisors, LLC37,870$3.83M0.04%+13,69013F-HRTimeline
Haven Private, LLC37,453$3.79M1.65%+4,72913F-HRTimeline
Private Advisor Group, LLC36,926$3.73M0.02%+89013F-HRTimeline
Mariner, LLCin group Mariner, LLC36,499$3.69M<0.01%+31,01313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,374$3.68M<0.01%+15,29213F-HRTimelineGroup
Karpus Management, Inc.34,950$3.53M0.11%-227,85013F-HRTimeline
Bedel Financial Consulting, Inc.34,807$3.52M0.4%-129,97213F-HRTimeline
Financial Engines Advisors L.L.C.33,544$3.39M0.01%+20013F-HRTimeline
Sterling Financial Planning, Inc.32,976$3.34M0.99%+1,16613F-HRTimeline
Farther Finance Advisors, LLC31,276$3.16M0.03%+14,98013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC30,789$3.11M0.98%-2113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,794$3.01M<0.01%+23,92013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,430$2.98M<0.01%-48,15113F-HRTimelineGroup
NewEdge Advisors, LLC29,392$2.97M0.01%+14,38213F-HR/ATimeline
Aspire Private Capital, LLC29,028$2.94M0.66%+1,46613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,554$2.79M<0.01%-11,88713F-HRTimelineGroup
Evanson Asset Management, LLC27,209$2.75M0.15%+1,74113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding27,130$2.74M+18,159Timeline
Atria Investments, Inc26,839$2.71M0.03%+4,85413F-HRTimeline
Ausdal Financial Partners, Inc.26,148$2.64M0.12%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC24,824$2.51M0.64%+1,51413F-HRTimeline
SURIENCE PRIVATE WEALTH LLC24,415$2.47M2.65%+21,06313F-HRTimeline
Passive Capital Management, LLC.24,225$2.45M0.73%+5,58613F-HRTimeline
Silver Oak Advisory Group, Inc.23,866$2.41M1.04%+1,92413F-HRTimeline
Eaton-Cambridge Inc.23,659$2.39M0.75%+3,55513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,268$2.25M0.07%+3,00913F-HRTimeline
Pillar Financial Advisors, LLC22,152$2.24M1.31%+12,45413F-HRTimeline
Frankly Finances, LLC21,401$2.16M1.96%+13313F-HRTimeline
HB Wealth Management, LLC21,377$2.16M0.01%+1,03613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,969$2.12M<0.01%-8,91213F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC20,375$2.06M0.37%-39213F-HRTimeline
Avior Wealth Management, LLC20,370$2.06M0.06%+3,43513F-HRTimeline
Burton Enright Welch20,357$2.06M0.28%-5,63213F-HRTimeline
Diversified Portfolios, Inc.19,830$2.01M0.16%-7413F-HRTimeline
Integrity Investment Advisors, LLC19,759$2M1.08%+5,97413F-HRTimeline
Allodium Investment Consultants, LLC19,592$1.98M0.95%+55613F-HRTimeline
Integrated Wealth Concepts LLC19,549$1.98M0.02%new13F-HRTimeline
Choate Investment Advisors19,091$1.93M0.04%+1,27613F-HRTimeline
Laurel Wealth Advisors LLC17,788$1.8M0.18%+3,30513F-HRTimeline
Whitegate Investment Counselors, Inc.17,380$1.76M0.56%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,133$1.73M<0.01%+98713F-HRTimelineGroup
WINNACLE WEALTH LLC16,246$1.64M1.27%new13F-HRTimeline
Single Point Partners, LLC15,557$1.57M0.31%+1,02013F-HRTimeline
Arax Advisory Partners15,543$1.57M0.04%+1,61813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,724$1.49M<0.01%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …14,507$1.47M0.08%+54213F-HRTimeline
OneDigital Investment Advisors LLC13,967$1.41M0.01%+5113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,940$1.41M0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC13,828$1.4M0.11%-28713F-HRTimeline
GEN Financial Management, INC.13,821$1.4M0.87%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC13,529$1.37M0.2%+6,90713F-HRTimeline
Waverly Advisors, LLC13,143$1.33M0.01%+3,60013F-HRTimeline
SwitchPoint Financial Planning, LLC12,448$1.26M0.85%+59813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,023$1.22M0.05%+86713F-HRTimeline
Signal Advisors Wealth, LLC11,888$1.2M0.08%new13F-HRTimeline
Tribridge Partners Financial LLC11,450$1.16M0.48%+1,28713F-HRTimeline
Quantinno Capital Management LP11,416$1.15M<0.01%+3,90713F-HRTimeline
Per Stirling Capital Management, LLC.11,103$1.12M0.12%+1,99513F-HRTimeline
Janney Montgomery Scott LLC11,025$1.11M<0.01%013F-HRTimeline
Ballast Rock Private Wealth LLC10,973$1.11M0.61%+413F-HRTimeline
MML INVESTORS SERVICES, LLC10,816$1.09M<0.01%+4,24613F-HRTimeline
Alhambra Investment Management LLC10,800$1.09M0.5%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,757$1.09M+2,493Timeline
Sunesis Advisors, LLC10,674$1.08M0.49%013F-HRTimeline
Planning Center, Inc.10,664$1.08M0.11%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,345$1.05M+5,515Timeline
BLAIR WILLIAM & CO/IL10,292$1.04M<0.01%-56213F-HRTimeline
FLOW TRADERS U.S. LLC9,685$980K0.03%new13F-HRTimeline
Betterment LLC9,382$949K<0.01%+1,32713F-HRTimeline
Modern Wealth Management, LLC9,366$947K0.02%-8,10213F-HRTimeline
Rothschild Wealth LLC9,357$946K0.09%013F-HRTimeline
Cambridge Investment Research Advisors,…9,225$933K<0.01%-7013F-HRTimeline
Bridgewealth Advisory Group, LLC9,135$924K0.19%-4713F-HRTimeline
URS Advisory LLC9,093$920K0.67%+1,61313F-HRTimeline
CVA Family Office, LLC9,034$914K0.1%+5,31913F-HRTimeline
BURNEY CO/8,967$907K0.03%-3,28413F-HRTimeline
Three Arch Wealth Management LLC8,676$877K0.16%+4013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,614$871K0.01%-14613F-HRTimelineGroup
STONE LOFT WEALTH MANAGEMENT LLC8,500$860K0.61%+4,54613F-HRTimeline
Gutierrez Wealth Advisory, LLC8,338$843K0.52%+3113F-HRTimeline
HUB Investment Partners, LLC8,236$833K0.02%+3,53813F-HRTimeline
Savvy Advisors, Inc.8,097$819K0.02%+20513F-HRTimeline
Congress Park Capital LLC8,000$809K0.25%+3,00013F-HRTimeline
Wedmont Private Capital7,939$804K0.03%new13F-HRTimeline
HEADINVEST, LLC7,934$802K0.16%013F-HRTimeline
Integrity Advisory Solutions, LLC7,913$800K0.11%new13F-HRTimeline
Delos Wealth Advisors, LLC7,852$794K0.45%new13F-HRTimeline
Roan Capital Partners7,662$775K0.72%13F-HRTimeline
Fortune Financial Advisors, LLC7,578$766K0.39%+51113F-HRTimeline
VSM Wealth Advisory, LLC7,229$731K0.22%+61013F-HRTimeline
WealthSpring Partners, LLC7,207$729K0.67%new13F-HRTimeline
Rockbridge Investment Management, LCC7,062$714K0.06%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV6,896$697K0.2%+3,08413F-HRTimeline
EnRich Financial Partners LLC6,828$691K0.18%-5313F-HRTimeline
Westmount Partners, LLC6,797$687K0.17%new13F-HRTimeline
Thrive Wealth Management, LLC6,741$682K0.1%013F-HRTimeline
Integrity Wealth Solutions LLC6,723$680K0.27%+26413F-HRTimeline
RCS Financial Planning, LLC6,656$673K0.35%-33413F-HRTimeline
Arbor Investment Advisors, LLC6,644$672K0.09%013F-HRTimeline
Directional Asset Management6,552$663K0.61%+57513F-HRTimeline
Allworth Financial LP6,513$659K<0.01%+2,10213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,465$657K<0.01%+2,61513F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,455$653K<0.01%+713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,337$641K0.02%-9,39113F-HR/ATimelineGroup
Bluespring Wealth Management, LLC6,219$629K0.05%+2,57913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,200$627K0.01%new13F-HRTimelineGroup
Manuka Financial, LLC6,147$622K0.38%+1613F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding5,912$598K+2,956Timeline
TAGStone Capital, Inc.5,883$595K0.21%-4,49013F-HRTimeline
McIlrath & Eck, LLC5,854$592K0.04%+2,26313F-HRTimeline
Main Street Financial Solutions, LLC5,841$591K0.04%+66413F-HRTimeline
First Heartland Consultants, Inc.5,702$577K0.04%+13313F-HRTimeline
Cornerstone Financial Management LLC5,697$576K0.53%-84813F-HR/ATimeline
&PARTNERS5,112$552K<0.01%+72213F-HRTimeline
Crews Bank & Trust5,450$551K0.08%013F-HRTimeline
Stone Summit Wealth LLC5,409$547K0.15%+5813F-HRTimeline
HARBOUR INVESTMENTS, INC.5,322$538K0.01%+20313F-HRTimeline
Montis Financial, LLC5,314$537K0.11%+25113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,271$533K0.03%-99513F-HRTimeline
VestGen Advisors, LLC5,271$532K0.01%new13F-HRTimeline
Rehmann Capital Advisory Group5,262$532K0.03%+2413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,250$531K0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.5,159$522K0.17%+1713F-HRTimeline
Quantum Financial Planning Services, In…5,079$514K0.18%013F-HRTimeline
Valley Financial Group, Inc.5,063$512K0.28%+1,66413F-HRTimeline
Piscataqua Savings Bank5,000$506K0.36%013F-HRTimeline
McNaughton Wealth Management, LLC4,956$501K0.21%+2,11113F-HRTimeline
Hurlow Wealth Management Group, Inc.4,896$495K0.12%+1,15513F-HRTimeline
CoreCap Advisors, LLC4,801$486K0.02%013F-HRTimeline
HighTower Advisors, LLC4,726$478K<0.01%-78813F-HRTimeline
Oxbow Advisors, LLC4,667$472K0.04%013F-HRTimeline
Meridian Wealth Management, LLC4,600$465K0.02%013F-HRTimeline
Symmetry Partners, LLC4,593$465K0.03%+55313F-HRTimeline
Eldridge Investment Advisors, Inc.4,599$464K0.1%+10013F-HRTimeline
Sanctuary Advisors, LLC4,465$452K<0.01%+1,07213F-HRTimeline
Sequoia Financial Advisors, LLC4,371$442K<0.01%+47113F-HRTimeline
XML Financial, LLC4,266$431K0.03%-1,25313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,183$423K<0.01%-17913F-HRTimelineGroup
MB Generational Wealth, LLC4,154$420K0.23%+1,03213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,005$405K0.01%new13F-HRTimelineGroup
Sound Portfolio Advisors, LLC4,000$405K0.33%new13F-HRTimeline
Elser Financial Planning, Inc3,945$399K0.02%013F-HRTimeline
Capstone Financial Advisors, Inc.3,921$397K0.02%new13F-HRTimeline
Elequin Capital, LP3,886$393K0.04%new13F-HRTimeline
SigFig Wealth Management, LLC3,881$393K0.01%+52413F-HRTimeline
Donalies Financial Planning, LLC3,746$379K0.32%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,678$372K0.02%+19513F-HRTimeline
Summit Financial, LLC3,643$368K<0.01%+1713F-HRTimeline
Avidian Wealth Enterprises, LLC3,592$363K0.01%-1,00013F-HRTimeline
Magnolia Private Wealth, LLC3,552$359K0.24%+96013F-HRTimeline
ETF Portfolio Partners, Inc.3,490$353K0.09%013F-HRTimeline
NewEdge Wealth, LLC3,335$337K<0.01%new13F-HRTimeline
Burk Holdings LLC3,203$324K0.14%new13F-HRTimeline
Garner Asset Management Corp3,200$324K0.13%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,150$319K0.01%+20013F-HR/ATimeline
FIDUCIARY ADVISORS, INC.3,075$311K0.23%+21613F-HRTimeline
BRIGHTON JONES LLC3,007$304K0.01%new13F-HR/ATimeline
Midwestern Financial, LLC /IA2,986$302K0.24%+1313F-HRTimeline