VANGUARD WELLINGTON FD

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VTES·921935870·US·ETF

VTES (VANGUARD WELLINGTON FD) is held by 60 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($127.1M), BANK OF AMERICA CORP /DE/ ($41.5M), WELLS FARGO & COMPANY/MN ($19.2M). Net institutional sentiment: Mixed.

60

Holders

(9 Elite)

$414.3M

Total Value

62% (61)

Consensus

38 buying - 23 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)71

Activist (13D/13G)54

Congressional (STOCK Act)58

Holder Quality

77

★★★★★

Elite

65

★★★★

Strong

85

★★★

Solid

43

★★

Below

50

★

Weak

Held by 60 funds

9 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for VTES.

Top Holders

Top Holders (60)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.3M(-5.6%)	$127.1M	0.2%	+1.12%	0
BANK OF AMERICA CORP /DE/	Increased	409,264(+8.0%)	$41.5M	0.0%	+0.84%	31
WELLS FARGO & COMPANY/MN	Increased	189,383(+22.7%)	$19.2M	0.0%	+0.10%	34
Savant Capital, LLC	Increased	181,064(+80.7%)	$18.3M	0.1%	-0.66%	43
RAYMOND JAMES FINANCIAL INC	Decreased	168,178(-29.5%)	$17M	0.0%	+0.20%	0
GOLDMAN SACHS GROUP INC	Increased	157,546(+435.3%)	$16M	0.0%	-1.62%	45
Cetera Investment Advisers	Increased	120,115(+4.2%)	$12.2M	0.0%	+2.56%	29
MORGAN STANLEY	Decreased	101,975(-10.6%)	$10.3M	0.0%	-1.04%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	100,525(+8.9%)	$10.2M	0.0%	+1.52%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	99,216(+233.0%)	$10.1M	0.0%	-1.54%	45
LPL Financial LLC	Increased	97,134(+28.6%)	$9.8M	0.0%	-0.03%	35
JONES FINANCIAL COMPANIES LLLP	Increased	94,954(+26.0%)	$9.6M	0.0%	-0.43%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	90,508(+36.8%)	$9.2M	0.0%	+2.67%	36
Beacon Pointe Advisors, LLC	Increased	88,991(+6.2%)	$9M	0.0%	+0.58%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	83,629(-2.2%)	$8.5M	0.0%	+0.94%	0
TRUIST FINANCIAL CORP	Decreased	71,012(-25.7%)	$7.2M	0.0%	-0.26%	0
OSAIC HOLDINGS, INC.	Increased	66,517(+141.4%)	$6.7M	0.0%	+0.01%	44
UBS Group AG	Increased	62,184(+37.1%)	$6.3M	0.0%	+0.55%	36
Haverford Trust Co	Increased	61,563(+11.6%)	$6.2M	0.1%	+0.26%	30
Farther Finance Advisors, LLC	Increased	51,760(+65.5%)	$5.2M	0.0%	+0.77%	40

Showing 1-20 of 65

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer