13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
VTES

VANGUARD WELLINGTON FD

303 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·303 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$492M
visible holders
Holders
303
filers reporting
Concentration
27.34%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

303 institutions reported VTES in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 27.3% 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
$134M1.3M0.20%Q1 202602
Wescott Financial Advisory Group, LLC
CIK 0001864880
$75M740K5.80%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M379K0.00%Q1 202604
Gleason Group, Inc.
CIK 0001822632
$32M313K2.77%Q2 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M101K0.00%Q2 202613
Savant Capital, LLC
CIK 0001482880
$10M100K0.05%Q1 202614
LPL Financial LLC
CIK 0001403438
$10M97K0.00%Q2 202615
Beacon Bank & Trust
CIK 0001831984
$10M96K1.86%Q2 202616
Beaird Harris Wealth Management, LLC
CIK 0001908938
$10M95K0.60%Q2 202617
S.A. Mason LLC
CIK 0001800911
$9M92K2.88%Q2 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$9M91K0.02%Q2 202619
Stonebridge Capital Advisors LLC
CIK 0001600035
$9M90K0.64%Q1 202620
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M84K0.04%Q1 2026
Page 1 of 16
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