13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
VTES

VANGUARD WELLINGTON FD

311 institutions still hold VANGUARD WELLINGTON FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935870·Exchange Traded Fund·311 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$490M
visible holders
Holders
311
filers reporting
Concentration
25.92%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

311 institutions reported VTES in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 25.9% 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
$75M740K5.80%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M409K0.00%Q2 202604
Gleason Group, Inc.
CIK 0001822632
$32M313K2.77%Q2 202605
TIAA Wealth Investment Management LLC
CIK 0002124867
$24M235K0.16%Q2 202606
SEEDS INVESTOR LLC
CIK 0002021047
$20M198K2.06%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M189K0.00%Q2 202608
Savant Capital, LLC
CIK 0001482880
$18M181K0.05%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M168K0.00%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$16M158K0.00%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$12M120K0.01%Q2 202612
MORGAN STANLEY
CIK 0000895421
$10M102K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M101K0.00%Q2 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$10M99K0.01%Q2 202615
LPL Financial LLC
CIK 0001403438
$10M97K0.00%Q2 202616
Beacon Bank & Trust
CIK 0001831984
$10M96K1.86%Q2 202617
HALL CAPITAL MANAGEMENT CO INC
CIK 0001122490
$10M96K3.01%Q2 202618
Beaird Harris Wealth Management, LLC
CIK 0001908938
$10M95K0.60%Q2 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M95K0.00%Q2 202620
Stonebridge Capital Advisors LLC
CIK 0001600035
$10M94K0.61%Q2 2026
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