Vault-13

VANGUARD WELLINGTON FD VTES

SHORT TRM TAX EX · ETP · CUSIP 921935870

300 institutional holders +18 vs Q1 2026
8,786,4838.8m shares reported held*
$892.9mreported value*
35 new 141 added 74 reduced 17 sold out net bought ≈ $75.9m (+745.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($326.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $101.62.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 23: 8Q2 23: 24Q3 23: 34Q4 23: 77Q1 24: 79Q2 24: 94Q3 24: 102Q4 24: 138Q1 25: 157Q2 25: 191Q3 25: 207Q4 25: 242Q1 26: 282Q2 26: 300300Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20238
Q2 202324
Q3 202334
Q4 202377
Q1 202479
Q2 202494
Q3 2024102
Q4 2024138
Q1 2025157
Q2 2025191
Q3 2025207
Q4 2025242
Q1 2026282
Q2 2026300

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 63 bought or addedQ3 24: 29 cut or sold outQ4 24: 87 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 106 bought or addedQ1 25: 34 cut or sold outQ2 25: 119 bought or addedQ2 25: 56 cut or sold outQ2 25Q3 25: 128 bought or addedQ3 25: 56 cut or sold outQ4 25: 159 bought or addedQ4 25: 48 cut or sold outQ4 25Q1 26: 177 bought or addedQ1 26: 60 cut or sold outQ2 26: 176 bought or addedQ2 26: 91 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246329
Q4 20248728
Q1 202510634
Q2 202511956
Q3 202512856
Q4 202515948
Q1 202617760
Q2 202617691

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ3 25 calls: $0Q3 25 puts: $19.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $19.7kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$19.0k—
Q4 2025$0$0—
Q1 2026$0$19.7k—
Q2 2026$0$0—

Biggest buyers

GOLDMAN SACHS GROUP INC Added +128,116+128.1k
HALL CAPITAL MANAGEMENT CO INC New +95,531+95.5k
Savant Capital, LLC Added +80,851+80.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +69,422+69.4k
Focus Partners Advisor Solutions, LLC Added +57,182+57.2k
Clearstead Advisors, LLC Added +42,566+42.6k
S.A. Mason LLC Added +39,555+39.6k
OSAIC HOLDINGS, INC. Added +38,963+39.0k
WELLS FARGO & COMPANY/MN Added +34,996+35.0k
Callan Family Office, LLC New +30,945+30.9k

Biggest sellers

Corient Private Wealth LP Reduced -134,953-135.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -74,778-74.8k
RAYMOND JAMES FINANCIAL INC Reduced -70,379-70.4k
TIAA Wealth Investment Management LLC Reduced -31,182-31.2k
IF Advisors, LLC Reduced -25,100-25.1k
TRUIST FINANCIAL CORP Reduced -24,616-24.6k
Capital Investment Services of America, Inc. Reduced -23,110-23.1k
Private Advisor Group, LLC Reduced -19,422-19.4k
TCI Wealth Advisors, Inc. Reduced -13,512-13.5k
Pillar Financial Advisors, LLC Reduced -12,837-12.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 0.16% of their portfolio DENVER, CO 1,254,5551.3m $127.1m $127.1m 0.16% Reduced -74.8k -74,778
2 Wescott Financial Advisory Group, LLC 5.80% of their portfolio Philadelphia, PA 739,648739.6k $74.9m $74.9m 5.80% Added +14.1k +14,129
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 409,264409.3k $41.5m $41.5m 0.00% Added +30.3k +30,321
4 Gleason Group, Inc. 2.77% of their portfolio PROSPECT, KY 312,892312.9k $31.7m $31.7m 2.77% Added +13.3k +13,330
5 TIAA Wealth Investment Management LLC 0.16% of their portfolio New York, NY 234,984235.0k $23.8m $23.8m 0.16% Reduced -31.2k -31,182
6 SEEDS INVESTOR LLC 2.06% of their portfolio NEW YORK, NY 198,242198.2k $20.1m $20.1m 2.06% Added +4.1k +4,138
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 189,383189.4k $19.2m $19.2m 0.00% Added +35.0k +34,996
8 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 181,064181.1k $18.3m $18.3m 0.05% Added +80.9k +80,851
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 168,178168.2k $17.0m $17.0m 0.00% Reduced -70.4k -70,379
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 157,546157.5k $16.0m $16.0m 0.00% Added +128.1k +128,116
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 120,115120.1k $12.2m $12.2m 0.01% Added +4.8k +4,832
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 101,975102.0k $10.3m $10.3m 0.00% Reduced -12.1k -12,062
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,525100.5k $10.2m $10.2m 0.00% Added +8.2k +8,187
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 99,21699.2k $10.1m $10.1m 0.01% Added +69.4k +69,422
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,13497.1k $9.8m $9.8m 0.00% Added +21.6k +21,577
16 Beacon Bank & Trust 1.86% of their portfolio Boston, MA 96,15496.2k $9.7m $9.7m 1.86% Added +1.9k +1,926
17 HALL CAPITAL MANAGEMENT CO INC 3.01% of their portfolio BARRINGTON, RI 95,53195.5k $9.7m $9.7m 3.01% New
18 Beaird Harris Wealth Management, LLC 0.60% of their portfolio DALLAS, TX 94,97095.0k $9.6m $9.6m 0.60% Reduced -3.9k -3,934
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 94,95495.0k $9.6m $9.6m 0.00% Added +19.6k +19,593
20 Stonebridge Capital Advisors LLC 0.61% of their portfolio ST PAUL, MN 94,22494.2k $9.5m $9.5m 0.61% Added +4.2k +4,218
21 S.A. Mason LLC 2.88% of their portfolio HOLLAND, MI 92,42592.4k $9.4m $9.4m 2.88% Added +39.6k +39,555
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 90,50890.5k $9.2m $9.2m 0.02% Added +24.4k +24,365
23 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 88,99189.0k $9.0m $9.0m 0.04% Added +5.2k +5,204
24 Altiora Financial Group, LLC 1.40% of their portfolio LEBANON, OH 87,67487.7k $8.9m $8.9m 1.40% Added +13.2k +13,160
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 83,62983.6k $8.5m $8.5m 0.01% Reduced -1.9k -1,906
26 Hughes Financial Services, LLC 1.09% of their portfolio HERNDON, VA 81,42381.4k $8.2m $8.2m 1.09% Added +5.8k +5,811
27 Clearstead Advisors, LLC 0.08% of their portfolio CLEVELAND, OH 80,43680.4k $8.1m $8.1m 0.08% Added +42.6k +42,566
28 Focus Partners Advisor Solutions, LLC 0.07% of their portfolio SAINT LOUIS, MO 76,98877.0k $7.8m $7.8m 0.07% Added +57.2k +57,182
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 71,01271.0k $7.2m $7.2m 0.01% Reduced -24.6k -24,616
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 66,51766.5k $6.7m $6.7m 0.01% Added +39.0k +38,963
31 Apella Capital, LLC 0.09% of their portfolio WEST HARTFORD, CT 64,17264.2k $6.5m $6.5m 0.09% Reduced -1.3k -1,332
32 MAYPORT, LLC 1.00% of their portfolio NEWTON, MA 63,85563.9k $6.5m $6.5m 1.00% Added +1.8k +1,849
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 62,18462.2k $6.3m $6.3m 0.00% Added +16.8k +16,845
34 Haverford Trust Co 0.05% of their portfolio Radnor, PA 61,56361.6k $6.2m $6.2m 0.05% Added +6.4k +6,384
35 RW Investment Management LLC 0.54% of their portfolio Eagle, ID 61,26961.3k $6.2m $6.2m 0.54% Added +13.0k +12,992
36 ECLECTIC ASSOCIATES INC /ADV 0.71% of their portfolio FULLERTON, CA 61,22761.2k $6.2m $6.2m 0.71% Added +10.1k +10,080
37 GenTrust, LLC 0.23% of their portfolio MIAMI, FL 58,68458.7k $5.9m $5.9m 0.23% Reduced -1.9k -1,878
38 Capital Investment Services of America, Inc. 0.53% of their portfolio MILWAUKEE, WI 53,21053.2k $5.4m $5.4m 0.53% Reduced -23.1k -23,110
39 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 51,76051.8k $5.2m $5.2m 0.04% Added +20.5k +20,484
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 51,35151.4k $5.2m $5.2m 0.00% Added +15.0k +14,977
41 Topsail Wealth Management, LLC 0.66% of their portfolio CHARLOTTE, NC 51,21651.2k $5.2m $5.2m 0.66% Added +109 +109
42 Firestone Capital Management 0.96% of their portfolio SOUTH MIAMI, FL 51,07151.1k $5.2m $5.2m 0.96% Reduced -7.6k -7,563
43 BlueChip Wealth Advisors LLC 1.74% of their portfolio Milton, GA 45,29945.3k $4.6m $4.6m 1.74% Added +5.2k +5,208
44 Ashton Thomas Private Wealth, LLC 0.09% of their portfolio SCOTTSDALE, AZ 43,68143.7k $4.4m $4.4m 0.09% Reduced -3.8k -3,815
45 Dakota Wealth Management 0.08% of their portfolio PALM BEACH GARDENS, FL 41,77941.8k $4.2m $4.2m 0.08% Reduced -500 -500
46 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 40,76040.8k $4.1m $4.1m 0.01% Added +7.2k +7,216
47 Sanchez Levi Garrett 2.21% of their portfolio BELLEVUE, WA 40,22740.2k $4.1m $4.1m 2.21% Unchanged
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,49639.5k $4.0m $4.0m 0.00% Added +3.0k +2,997
49 Bedel Financial Consulting, Inc. 0.37% of their portfolio INDIANAPOLIS, IN 38,03538.0k $3.9m $3.9m 0.37% Added +3.2k +3,228
50 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 35,68835.7k $3.6m $3.6m 0.01% Reduced -135.0k -134,953
51 Haven Private, LLC 1.33% of their portfolio ORLANDO, FL 34,65634.7k $3.5m $3.5m 1.33% Reduced -2.8k -2,797
52 Sterling Financial Planning, Inc. 0.95% of their portfolio SPARTA, NJ 34,64834.6k $3.5m $3.5m 0.95% Added +1.7k +1,672
53 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,42334.4k $3.5m $3.5m 0.01% Added +5.0k +5,031
54 Aspire Private Capital, LLC 0.72% of their portfolio Cornelius, NC 34,35634.4k $3.5m $3.5m 0.72% Added +5.3k +5,328
55 Karpus Management, Inc. 0.10% of their portfolio Pittsford, NY 34,25034.2k $3.5m $3.5m 0.10% Reduced -700 -700
56 GENESIS PRIVATE WEALTH, LLC 0.96% of their portfolio ASHBURN, VA 33,70633.7k $3.4m $3.4m 0.96% Added +2.9k +2,917
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,11133.1k $3.4m $3.4m 0.00% Added +28.4k +28,385
58 Elequin Capital, LP 0.11% of their portfolio NEW YORK, NY 31,27831.3k $3.2m $3.2m 0.11% Added +27.4k +27,392
59 Callan Family Office, LLC 0.06% of their portfolio RADNOR, PA 30,94530.9k $3.1m $3.1m 0.06% New
60 Burton Enright Welch 0.36% of their portfolio WALNUT CREEK, CA 30,54330.5k $3.1m $3.1m 0.36% Added +10.2k +10,186
61 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 29,63229.6k $3.0m $3.0m 0.03% Added +2.8k +2,793
62 Americana Partners, LLC 0.07% of their portfolio Houston, TX 29,60029.6k $3.0m $3.0m 0.07% New
63 Evanson Financial, LLC 0.13% of their portfolio MCLEAN, VA 27,07527.1k $2.7m $2.7m 0.13% First filing
64 DAYMARK WEALTH PARTNERS, LLC 0.07% of their portfolio CINCINNATI, OH 26,82926.8k $2.7m $2.7m 0.07% Added +4.6k +4,561
65 Ausdal Financial Partners, Inc. 0.10% of their portfolio Davenport, IA 26,08726.1k $2.6m $2.6m 0.10% Reduced -61 -61
66 Avior Wealth Management, LLC 0.07% of their portfolio OMAHA, NE 25,97026.0k $2.6m $2.6m 0.07% Added +5.6k +5,600
67 Eaton-Cambridge Inc. 0.72% of their portfolio PHOENIX, AZ 25,37425.4k $2.6m $2.6m 0.72% Added +1.7k +1,715
68 TCI Wealth Advisors, Inc. 0.11% of their portfolio Tucson, AZ 25,15525.2k $2.5m $2.5m 0.11% Reduced -13.5k -13,512
69 Silver Oak Advisory Group, Inc. 0.99% of their portfolio PORTLAND, OR 24,80424.8k $2.5m $2.5m 0.99% Added +938 +938
70 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 24,36924.4k $2.5m $2.5m 0.01% Added +13.6k +13,553
71 HUB Investment Partners, LLC 0.05% of their portfolio AUSTIN, TX 24,36724.4k $2.5m $2.5m 0.05% Added +16.1k +16,131
72 Frankly Finances, LLC 1.87% of their portfolio WINTER PARK, FL 23,30123.3k $2.4m $2.4m 1.87% Added +1.9k +1,900
73 BROWN WEALTH MANAGEMENT, LLC 0.51% of their portfolio NAPERVILLE, IL 22,58122.6k $2.3m $2.3m 0.51% Reduced -2.2k -2,243
74 SURIENCE PRIVATE WEALTH LLC 2.00% of their portfolio YAKIMA, WA 22,49322.5k $2.3m $2.3m 2.00% Reduced -1.9k -1,922
75 Choate Investment Advisors 0.04% of their portfolio BOSTON, MA 22,38622.4k $2.3m $2.3m 0.04% Added +3.3k +3,295
76 Bluespring Wealth Management, LLC 0.04% of their portfolio AUSTIN, TX 21,90121.9k $2.2m $2.2m 0.04% Added +15.7k +15,682
77 WINNACLE WEALTH LLC 1.46% of their portfolio WACO, TX 21,25421.3k $2.2m $2.2m 1.46% Added +5.0k +5,008
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,32820.3k $2.1m $2.1m 0.00% Reduced -641 -641
79 JACOBSON & SCHMITT ADVISORS, LLC 0.33% of their portfolio MIDDLETON, WI 19,90119.9k $2.0m $2.0m 0.33% Reduced -474 -474
80 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 19,72519.7k $2.0m $2.0m 0.02% Added +14.5k +14,475
81 IF Advisors, LLC 1.29% of their portfolio SAN ANTONIO, TX 19,40019.4k $2.0m $2.0m 1.29% Reduced -25.1k -25,100
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,08019.1k $1.9m $1.9m 0.00% Added +9.9k +9,855
83 Passive Capital Management, LLC. 0.59% of their portfolio BALTIMORE, MD 18,63918.6k $1.9m $1.9m 0.59% Reduced -5.6k -5,586
84 Sunesis Advisors, LLC 0.78% of their portfolio OVERLAND PARK, KS 18,51118.5k $1.9m $1.9m 0.78% Added +7.8k +7,837
85 Diversified Portfolios, Inc. 0.14% of their portfolio Bloomfield Hills, MI 18,42218.4k $1.9m $1.9m 0.14% Reduced -1.4k -1,408
86 MB Generational Wealth, LLC 0.91% of their portfolio SPOKANE, WA 18,38018.4k $1.9m $1.9m 0.91% Added +14.2k +14,226
87 Laurel Wealth Advisors LLC 0.18% of their portfolio CHARLOTTE, NC 18,28918.3k $1.9m $1.9m 0.18% Added +501 +501
88 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 18,25018.2k $1.8m $1.8m 0.01% Reduced -3.1k -3,127
89 EAGLE ROCK INVESTMENT COMPANY, LLC 0.22% of their portfolio ATLANTA, GA 17,68717.7k $1.8m $1.8m 0.22% Added +4.2k +4,158
90 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,50417.5k $1.8m $1.8m 0.01% Reduced -19.4k -19,422
91 Single Point Partners, LLC 0.31% of their portfolio BOSTON, MA 17,36917.4k $1.8m $1.8m 0.31% Added +1.8k +1,812
92 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,29217.3k $1.8m $1.8m 0.01% Added +10.1k +10,141
93 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 16,78616.8k $1.7m $1.7m 0.01% Added +1.2k +1,243
94 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 16,61016.6k $3.4m $3.4m 0.02% Reduced -2.9k -2,939
95 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 16,14616.1k $1.6m $1.6m 0.00% Reduced -987 -987
96 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% of their portfolio Westlake, OH 15,44915.4k $1.6m $1.6m 0.08% Added +942 +942
97 Integrity Investment Advisors, LLC 0.68% of their portfolio FORT COLLINS, CO 15,36315.4k $1.6m $1.6m 0.68% Reduced -4.4k -4,396
98 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,72414.7k $1.5m $1.5m 0.00% Unchanged
99 Allodium Investment Consultants, LLC 0.62% of their portfolio MINNEAPOLIS, MN 14,34814.3k $1.5m $1.5m 0.62% Reduced -5.2k -5,244
100 GEN Financial Management, INC. 0.87% of their portfolio PLYMOUTH, MN 14,33214.3k $1.5m $1.5m 0.87% Added +511 +511