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VTES VANGUARD WELLINGTON FD

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ETF (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in VTES shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC81,600$8.04M0.1%+17,42813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV74,806$7.38M0.82%+13,57913F-HRTimeline
Farther Finance Advisors, LLC63,017$6.21M0.04%+11,25713F-HRTimeline
Wedmont Private Capital44,303$4.37M0.1%+35,20113F-HRTimeline
McNaughton Wealth Management, LLC16,827$1.66M0.58%+3,35513F-HRTimeline
Capital Advisors Wealth Management, LLC14,326$1.41M0.16%new13F-HRTimeline
Valeo Financial Advisors, LLC12,290$1.21M0.03%new13F-HRTimeline
Avidian Wealth Enterprises, LLC7,530$742K0.02%+56113F-HRTimeline
Roan Capital Partners7,111$701K0.51%-22113F-HRTimeline
CoreCap Advisors, LLC5,908$583K0.02%013F-HRTimeline
First Heartland Consultants, Inc.5,641$556K0.04%+63413F-HRTimeline
SigFig Wealth Management, LLC4,230$417K0.01%-8913F-HRTimeline
Lake Hills Wealth Management, LLC3,672$362K0.17%-40013F-HRTimeline
Worth Asset Management, LLC3,405$336K0.1%-9213F-HRTimeline
Heartwood Wealth Advisors LLC2,980$294K0.02%013F-HRTimeline
BOS Asset Management, LLC2,545$251K0.06%+3613F-HRTimeline
Cassilly Financial Group LLC2,296$226K0.15%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,970$194K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,475$145K0.01%+20713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC808$79.7K<0.01%new13F-HRTimeline
Planning Strategies Inc.548$54K0.03%013F-HRTimeline