13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
VTES

VANGUARD WELLINGTON FD

349 institutions still hold VANGUARD WELLINGTON FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935870·Exchange Traded Fund·349 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
349
filers reporting
Concentration
11.90%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q3 2026

349 institutions reported VTES in Q3 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 11.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$127M1.3M0.16%Q2 202602
Wescott Financial Advisory Group, LLC
CIK 0001864880
$74M749K5.43%Q3 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M409K0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M404K0.01%Q3 202605
Gleason Group, Inc.
CIK 0001822632
$36M361K3.14%Q3 202606
TIAA Wealth Investment Management LLC
CIK 0002124867
$24M241K0.14%Q3 202607
MORGAN STANLEY
CIK 0000895421
$23M234K0.00%Q3 202608
SEEDS INVESTOR LLC
CIK 0002021047
$20M199K1.96%Q3 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M189K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$17M170K0.01%Q3 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$16M158K0.00%Q2 202612
Clearstead Advisors, LLC
CIK 0000842775
$16M160K0.15%Q3 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$12M124K0.00%Q3 202614
Altiora Financial Group, LLC
CIK 0001986156
$12M119K1.91%Q3 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$12M118K0.02%Q3 202616
Beaird Harris Wealth Management, LLC
CIK 0001908938
$11M113K0.72%Q3 202617
UBS Group AG
CIK 0001610520
$11M111K0.00%Q3 202618
LPL Financial LLC
CIK 0001403438
$11M111K0.00%Q3 202619
SEI INVESTMENTS CO
CIK 0000350894
$11M107K0.01%Q3 202620
ALONGSIDE, LLC
CIK 0002113496
$10M105K1.14%Q3 2026
Page 1 of 18
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