# VANGUARD WELLINGTON FD (VTES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VTES/

- Reporting holders: 21
- Reported value: $35.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.0M | 81,600 | 0.1% | 4 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $7.4M | 74,806 | 0.8% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.2M | 63,017 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.4M | 44,303 | 0.1% | 3 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.7M | 16,827 | 0.6% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $1.4M | 14,326 | 0.2% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.2M | 12,290 | 0.0% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $742.5K | 7,530 | 0.0% | 8 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $701.1K | 7,111 | 0.5% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $582.5K | 5,908 | 0.0% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $556.2K | 5,641 | 0.0% | 6 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $417.1K | 4,230 | 0.0% | 6 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $362.1K | 3,672 | 0.2% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $335.7K | 3,405 | 0.1% | 2 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $293.8K | 2,980 | 0.0% | 3 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $250.9K | 2,545 | 0.1% | 6 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $226.4K | 2,296 | 0.2% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $194.2K | 1,970 | 0.0% | 4 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $145.4K | 1,475 | 0.0% | 8 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $79.7K | 808 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $54.0K | 548 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $35.2M |
| Q2 2026 | 300 | $1.1B |
| Q1 2026 | 281 | $833.2M |
| Q4 2025 | 242 | $782.8M |
| Q3 2025 | 207 | $682.7M |
| Q2 2025 | 190 | $584.0M |
| Q1 2025 | 156 | $345.1M |
| Q4 2024 | 137 | $263.9M |
| Q3 2024 | 101 | $232.6M |
| Q2 2024 | 93 | $198.0M |
| Q1 2024 | 78 | $155.5M |
| Q4 2023 | 76 | $234.2M |