13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
VTES

VANGUARD WELLINGTON FD

292 institutions still hold VANGUARD WELLINGTON FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935870·Exchange Traded Fund·292 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.6%
vs prior quarter
13F value held
$486M
56.0% inst. owned
of float
Holders
292
+112 QoQ
filers reporting
Activity
+87 / −80
+780 added · −691 reduced
this quarter
Concentration
27.68%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

292 institutions reported VTES in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 27.7% of the visible book. +112 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$134M1.3M0.20%Q1 202602
Wescott Financial Advisory Group, LLC
CIK 0001864880
$73M726K6.43%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M379K0.00%Q1 202604
Gleason Group, Inc.
CIK 0001822632
$30M300K3.00%Q1 202605
TIAA Wealth Investment Management LLC
CIK 0002124867
$27M266K0.21%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M239K0.01%Q1 202607
SEEDS INVESTOR LLC
CIK 0002021047
$20M194K2.68%Q1 202608
Corient Private Wealth LLC
CIK 0001948780
$17M171K0.02%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M154K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$12M115K0.01%Q1 202611
MORGAN STANLEY
CIK 0000895421
$12M114K0.00%Q1 202612
Savant Capital, LLC
CIK 0001482880
$10M100K0.05%Q1 202613
Beaird Harris Wealth Management, LLC
CIK 0001908938
$10M99K0.68%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$10M96K0.01%Q1 202615
Beacon Bank & Trust
CIK 0001831984
$10M94K1.95%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M92K0.00%Q1 202617
Stonebridge Capital Advisors LLC
CIK 0001600035
$9M90K0.64%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M86K0.01%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M84K0.04%Q1 202620
Capital Investment Services of America, Inc.
CIK 0000811360
$8M76K0.81%Q1 2026
Page 1 of 15
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