VANGUARD WELLINGTON FUND - VTES

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$765.6M

QoQ value delta ($000)

+$91.71M (+13.61%)

Implied price effect (QoQ)

-0.33%

Total shares

7,538,224

QoQ shares delta

+924,567 (+13.98%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MERCER GLOBAL ADVISORS INC /ADV	133,420	1,313,515	0.2%
Wescott Financial Advisory Group, LLC	67,909	668,567	5.93%
Gleason Group, Inc.	28,790	283,444	2.82%
TIAA TRUST, NATIONAL ASSOCIATION	28,559	281,168	0.07%
BANK OF AMERICA CORP /DE/	28,342	279,031	0.0%
RAYMOND JAMES FINANCIAL INC	27,792	273,615	0.01%
Karpus Management, Inc.	26,693	262,800	0.82%
SEEDS INVESTOR LLC	19,254	189,558	3.69%
Bedel Financial Consulting, Inc.	16,737	164,779	1.8%
Corient Private Wealth LLC	15,902	156,555	0.02%
WELLS FARGO & COMPANY/MN	14,239	140,189	0.0%
Cetera Investment Advisers	11,807	116,241	0.01%
Savant Capital, LLC	10,800	106,331	0.06%
Beaird Harris Wealth Management, LLC	10,305	101,454	0.71%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,960	97,868	0.01%
Stonebridge Capital Advisors LLC	9,336	91,915	0.65%
Beacon Bank & Trust	9,193	90,511	1.87%
COMMONWEALTH EQUITY SERVICES, LLC	8,902	87,640	0.01%
Beacon Pointe Advisors, LLC	8,675	85,411	0.06%
TRUIST FINANCIAL CORP	8,251	81,233	0.01%
GOLDMAN SACHS GROUP INC	7,880	77,581	0.0%
Capital Investment Services of America, Inc.	7,762	76,420	0.73%
Hughes Financial Services, LLC	7,328	72,147	1.15%
ENVESTNET ASSET MANAGEMENT INC	7,152	70,418	0.0%
JONES FINANCIAL COMPANIES LLLP	6,841	67,354	0.0%