VANGUARD WELLINGTON FUND - VTES

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$891.3M
QoQ value delta ($000)
+$90K (+0.01%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
8,800,665
QoQ shares delta
+1,422 (+0.02%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 8 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MERCER GLOBAL ADVISORS INC /ADV 127,099 1,254,555 0.16%
Wescott Financial Advisory Group, LLC 74,933 739,648 5.8%
BANK OF AMERICA CORP /DE/ 41,462 409,264 0.0%
Gleason Group, Inc. 31,699 312,892 2.77%
TIAA Wealth Investment Management LLC 23,806 234,984 0.16%
SEEDS INVESTOR LLC 20,083 198,242 2.06%
WELLS FARGO & COMPANY/MN 19,186 189,383 0.0%
Savant Capital, LLC 18,326 181,064 0.05%
RAYMOND JAMES FINANCIAL INC 17,038 168,178 0.0%
GOLDMAN SACHS GROUP INC 15,960 157,546 0.0%
Cetera Investment Advisers 12,168 120,115 0.01%
MORGAN STANLEY 10,331 101,975 0.0%
ENVESTNET ASSET MANAGEMENT INC 10,184 100,525 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,051 99,216 0.01%
LPL Financial LLC 9,840 97,134 0.0%
Beacon Bank & Trust 9,741 96,154 1.86%
HALL CAPITAL MANAGEMENT CO INC 9,678 95,531 3.01%
Beaird Harris Wealth Management, LLC 9,621 94,970 0.6%
JONES FINANCIAL COMPANIES LLLP 9,615 94,954 0.0%
Stonebridge Capital Advisors LLC 9,545 94,224 0.61%
S.A. Mason LLC 9,363 92,425 2.88%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,152 90,508 0.02%
Beacon Pointe Advisors, LLC 9,015 88,991 0.04%
Altiora Financial Group, LLC 8,882 87,674 1.4%
COMMONWEALTH EQUITY SERVICES, LLC 8,472 83,629 0.01%