VANGUARD WELLINGTON FD (VTES)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
291
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $254.2M | 2,509,110 | 0.16% | 10q | +88.7%+$119.5M |
| Wescott Financial Advisory Group, LLC | $74.9M | 739,648 | 5.80% | 13q | +1.9%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $41.5M | 409,264 | 0.00% | 12q | +8.0%+$3.1M |
| Gleason Group, Inc. | $31.7M | 312,892 | 2.77% | 7q | +4.4%+$1.4M |
| TIAA Wealth Investment Management LLC | $23.8M | 234,984 | 0.16% | 2q | -11.7%-$3.2M |
| SEEDS INVESTOR LLC | $20.1M | 198,242 | 2.06% | 7q | +2.1%+$419.2K |
| Beacon Bank & Trust | $19.5M | 192,308 | 1.87% | 8q | +104.1%+$9.9M |
| WELLS FARGO & COMPANY/MN | $19.2M | 189,383 | 0.00% | 7q | -38.7%-$12.1M |
| Savant Capital, LLC | $18.3M | 181,064 | 0.05% | 6q | +80.7%+$8.2M |
| RAYMOND JAMES FINANCIAL INC | $17.0M | 168,178 | 0.00% | 7q | -29.5%-$7.1M |
| GOLDMAN SACHS GROUP INC | $16.0M | 157,546 | 0.00% | 5q | +435.3%+$13.0M |
| Cetera Investment Advisers | $12.2M | 120,115 | 0.01% | 12q | +4.2%+$489.5K |
| MORGAN STANLEY | $10.3M | 101,975 | 0.00% | 11q | -10.6%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 100,525 | 0.00% | 12q | +8.9%+$829.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.1M | 99,216 | 0.01% | 5q | +233.0%+$7.0M |
| LPL Financial LLC | $9.8M | 97,134 | 0.00% | 10q | +28.6%+$2.2M |
| HALL CAPITAL MANAGEMENT CO INC | $9.7M | 95,531 | 3.01% | new | NEW |
| Beaird Harris Wealth Management, LLC | $9.6M | 94,970 | 0.60% | 12q | -4.0%-$398.6K |
| JONES FINANCIAL COMPANIES LLLP | $9.6M | 94,954 | 0.00% | 7q | +26.0%+$2.0M |
| Stonebridge Capital Advisors LLC | $9.5M | 94,224 | 0.61% | 10q | +4.7%+$427.3K |
| S.A. Mason LLC | $9.4M | 92,425 | 2.88% | 3q | +74.8%+$4.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.2M | 90,508 | 0.02% | 10q | +36.8%+$2.5M |
| Beacon Pointe Advisors, LLC | $9.0M | 88,991 | 0.04% | 9q | +6.2%+$527.2K |
| Altiora Financial Group, LLC | $8.9M | 87,674 | 1.40% | 9q | +17.7%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 83,629 | 0.01% | 13q | -2.2%-$193.1K |
| Hughes Financial Services, LLC | $8.2M | 81,423 | 1.09% | 7q | +7.7%+$588.7K |
| Clearstead Advisors, LLC | $8.1M | 80,436 | 0.08% | 10q | +112.4%+$4.3M |
| Focus Partners Advisor Solutions, LLC | $7.8M | 76,988 | 0.07% | 2q | +288.7%+$5.8M |
| Corient Private Wealth LP | $7.2M | 71,376 | 0.00% | 11q | -58.2%-$10.1M |
| TRUIST FINANCIAL CORP | $7.2M | 71,012 | 0.01% | 7q | -25.7%-$2.5M |
| OSAIC HOLDINGS, INC. | $6.7M | 66,517 | 0.01% | 13q | +141.4%+$3.9M |
| Apella Capital, LLC | $6.5M | 64,172 | 0.09% | 3q | -2.0%-$134.7K |
| MAYPORT, LLC | $6.5M | 63,855 | 1.00% | 12q | +3.0%+$187.3K |
| UBS Group AG | $6.3M | 62,184 | 0.00% | 12q | +37.2%+$1.7M |
| Haverford Trust Co | $6.2M | 61,563 | 0.05% | 10q | +11.6%+$646.8K |
| RW Investment Management LLC | $6.2M | 61,269 | 0.54% | 2q | +26.9%+$1.3M |
| ECLECTIC ASSOCIATES INC /ADV | $6.2M | 61,227 | 0.71% | 8q | +19.7%+$1.0M |
| GenTrust, LLC | $5.9M | 58,684 | 0.23% | 9q | -3.1%-$190.3K |
| Capital Investment Services of America, Inc. | $5.4M | 53,210 | 0.53% | 13q | -30.3%-$2.3M |
| Farther Finance Advisors, LLC | $5.2M | 51,760 | 0.04% | 11q | +65.5%+$2.1M |
| ROYAL BANK OF CANADA | $5.2M | 51,351 | 0.00% | 10q | +41.2%+$1.5M |
| Topsail Wealth Management, LLC | $5.2M | 51,216 | 0.66% | 5q | HELD |
| Firestone Capital Management | $5.2M | 51,071 | 0.96% | 13q | -12.9%-$766.2K |
| BlueChip Wealth Advisors LLC | $4.6M | 45,299 | 1.74% | 9q | +13.0%+$527.6K |
| Ashton Thomas Private Wealth, LLC | $4.4M | 43,681 | 0.09% | 6q | -8.0%-$386.5K |
| Dakota Wealth Management | $4.2M | 41,779 | 0.08% | 7q | -1.2%-$50.7K |
| Financial Engines Advisors L.L.C. | $4.1M | 40,760 | 0.01% | 11q | +21.5%+$731.1K |
| Sanchez Levi Garrett | $4.1M | 40,227 | 2.21% | 2q | HELD |
| Mariner, LLC | $4.0M | 39,496 | 0.00% | 5q | +8.2%+$303.6K |
| Bedel Financial Consulting, Inc. | $3.9M | 38,035 | 0.36% | 5q | +9.3%+$327.0K |
| Haven Private, LLC | $3.5M | 34,656 | 1.33% | 5q | -7.5%-$283.4K |
| Sterling Financial Planning, Inc. | $3.5M | 34,648 | 0.95% | 13q | +5.1%+$169.4K |
| NewEdge Advisors, LLC | $3.5M | 34,423 | 0.01% | new | NEW |
| Aspire Private Capital, LLC | $3.5M | 34,356 | 0.72% | 6q | +18.4%+$539.8K |
| Karpus Management, Inc. | $3.5M | 34,250 | 0.10% | 7q | -2.0%-$70.9K |
| GENESIS PRIVATE WEALTH, LLC | $3.4M | 33,706 | 0.96% | 7q | +9.5%+$295.5K |
| Integrated Wealth Concepts LLC | $3.4M | 16,610 | 0.02% | 2q | -15.0%-$595.2K |
| HighTower Advisors, LLC | $3.4M | 33,111 | 0.00% | 4q | +600.6%+$2.9M |
| Elequin Capital, LP | $3.2M | 31,278 | 0.09% | 2q | +704.9%+$2.8M |
| Callan Family Office, LLC | $3.1M | 30,945 | 0.06% | new | NEW |
| Burton Enright Welch | $3.1M | 30,543 | 0.36% | 10q | +50.0%+$1.0M |
| Atria Investments, Inc | $3.0M | 29,632 | 0.03% | 9q | +10.4%+$283.0K |
| Americana Partners, LLC | $3.0M | 29,600 | 0.07% | new | NEW |
| Evanson Financial, LLC | $2.7M | 27,075 | 0.13% | new | FIRST |
| DAYMARK WEALTH PARTNERS, LLC | $2.7M | 26,829 | 0.07% | 10q | +20.5%+$462.1K |
| Ausdal Financial Partners, Inc. | $2.6M | 26,087 | 0.10% | 2q | HELD |
| Avior Wealth Management, LLC | $2.6M | 25,970 | 0.07% | 11q | +27.5%+$567.3K |
| Eaton-Cambridge Inc. | $2.6M | 25,374 | 0.72% | 6q | +7.2%+$173.7K |
| TCI Wealth Advisors, Inc. | $2.5M | 25,155 | 0.11% | 4q | -34.9%-$1.4M |
| MML INVESTORS SERVICES, LLC | $2.5M | 24,369 | 0.01% | 9q | +125.3%+$1.4M |
| HUB Investment Partners, LLC | $2.5M | 24,367 | 0.04% | 3q | +195.9%+$1.6M |
| Frankly Finances, LLC | $2.4M | 46,602 | 1.86% | 3q | +117.8%+$1.3M |
| BROWN WEALTH MANAGEMENT, LLC | $2.3M | 22,581 | 0.51% | 11q | -9.0%-$227.2K |
| SURIENCE PRIVATE WEALTH LLC | $2.3M | 22,493 | 2.00% | 3q | -7.9%-$194.7K |
| Choate Investment Advisors | $2.3M | 22,386 | 0.04% | 4q | +17.3%+$333.8K |
| Bluespring Wealth Management, LLC | $2.2M | 21,901 | 0.04% | 4q | +252.2%+$1.6M |
| WINNACLE WEALTH LLC | $2.2M | 21,254 | 1.46% | 2q | +30.8%+$507.4K |
| STIFEL FINANCIAL CORP | $2.1M | 20,328 | 0.00% | 5q | -3.1%-$64.9K |
| JACOBSON & SCHMITT ADVISORS, LLC | $2.0M | 19,901 | 0.33% | 5q | -2.3%-$48.0K |
| STEPHENS INC /AR/ | $2.0M | 19,725 | 0.02% | 2q | +275.7%+$1.5M |
| IF Advisors, LLC | $2.0M | 19,400 | 1.29% | 3q | -56.4%-$2.5M |
| Passive Capital Management, LLC. | $1.9M | 18,639 | 0.59% | 7q | -23.1%-$567.4K |
| Sunesis Advisors, LLC | $1.9M | 18,511 | 0.78% | 10q | +73.4%+$794.0K |
| Diversified Portfolios, Inc. | $1.9M | 18,422 | 0.14% | 11q | -7.1%-$142.6K |
| MB Generational Wealth, LLC | $1.9M | 18,380 | 0.91% | 4q | +342.5%+$1.4M |
| Laurel Wealth Advisors LLC | $1.9M | 18,289 | 0.18% | 11q | +2.8%+$50.8K |
| HB Wealth Management, LLC | $1.8M | 18,250 | 0.01% | 5q | -14.6%-$316.8K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $1.8M | 17,687 | 0.22% | 6q | +30.7%+$421.2K |
| Private Advisor Group, LLC | $1.8M | 17,504 | 0.01% | 14q | -52.6%-$2.0M |
| Single Point Partners, LLC | $1.8M | 17,369 | 0.31% | 7q | +11.6%+$183.6K |
| Kestra Advisory Services, LLC | $1.8M | 17,292 | 0.01% | 7q | +141.8%+$1.0M |
| Arax Advisory Partners | $1.7M | 16,786 | 0.01% | 3q | +8.0%+$125.9K |
| BROWN ADVISORY INC | $1.6M | 16,146 | 0.00% | 8q | -5.8%-$100.0K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.6M | 15,449 | 0.08% | 6q | +6.5%+$95.4K |
| Integrity Investment Advisors, LLC | $1.6M | 15,363 | 0.68% | 6q | -22.2%-$445.4K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 14,724 | 0.00% | 2q | HELD |
| Allodium Investment Consultants, LLC | $1.5M | 14,348 | 0.62% | 7q | -26.8%-$531.3K |
| GEN Financial Management, INC. | $1.5M | 14,332 | 0.87% | 2q | +3.7%+$51.8K |
| OneDigital Investment Advisors LLC | $1.4M | 14,042 | 0.01% | 11q | +0.5%+$7.6K |
| McNaughton Wealth Management, LLC | $1.4M | 13,472 | 0.48% | 3q | +171.8%+$862.8K |
Showing the largest 100 of 300 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 291 | $1.0B | 10,134,972 | 34 | 130 | 70 | 0.0% |
| Q1 2026 | 274 | $825.8M | 8,165,172 | 43 | 116 | 45 | 0.0% |
| Q4 2025 | 234 | $775.7M | 7,636,904 | 39 | 106 | 31 | 0.0% |
| Q3 2025 | 199 | $673.3M | 6,605,903 | 29 | 89 | 40 | 0.0% |
| Q2 2025 | 178 | $569.2M | 5,639,191 | 43 | 69 | 37 | 0.0% |
| Q1 2025 | 146 | $319.9M | 3,182,978 | 27 | 60 | 22 | 0.0% |
| Q4 2024 | 126 | $243.1M | 2,424,401 | 35 | 43 | 17 | 0.0% |
| Q3 2024 | 91 | $213.4M | 2,104,496 | 15 | 41 | 16 | 0.0% |
| Q2 2024 | 83 | $186.0M | 1,868,427 | 21 | 29 | 16 | 0.0% |
| Q1 2024 | 68 | $148.8M | 1,477,471 | 16 | 26 | 8 | 0.0% |
| Q4 2023 | 67 | $228.3M | 2,253,043 | 36 | 19 | 6 | 0.0% |
| Q3 2023 | 30 | $100.8M | 1,020,580 | 14 | 12 | 2 | 0.0% |
| Q2 2023 | 19 | $79.7M | 793,210 | 14 | 2 | 1 | 0.0% |
| Q1 2023 | 7 | $19.4M | 191,143 | 6 | 0 | 0 | 0.0% |