VANGUARD WELLINGTON FD (VTES) is held by 62 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV as of Q1 2026.

Are institutions buying or selling VTES?

In Q1 2026, 41 institutions opened or increased positions in VANGUARD WELLINGTON FD while 18 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on VTES?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VANGUARD WELLINGTON FD.

How many hedge funds hold VTES?

62 institutional investors report holding VANGUARD WELLINGTON FD (VTES) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into VTES?

As of Q1 2026, tracked institutions in VANGUARD WELLINGTON FD show 41 buyers versus 18 sellers — net inflows.

VANGUARD WELLINGTON FD

VTES·921935870·US·ETF·Unknown - Unknown

Holders

Avg rating(21 Elite)

$386.8M

Total Value

69% (64)

Fund Consensus

41 buying - 18 selling

No verdict yet — fewer than 2 funds hold VTES.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.3M(+1.2%)	$134.4M	0.2%	+1.95%	36
BANK OF AMERICA CORP /DE/	Increased	378,943(+35.8%)	$38.3M	0.0%	+1.75%	38
RAYMOND JAMES FINANCIAL INC	Decreased	238,557(-12.8%)	$24.1M	0.0%	+1.06%	0
Corient Private Wealth LLC	Increased	170,641(+9.0%)	$17.2M	0.0%	+2.51%	31
WELLS FARGO & COMPANY/MN	Increased	154,387(+10.1%)	$15.6M	0.0%	+1.39%	31
Cetera Investment Advisers	Decreased	115,283(-0.8%)	$11.7M	0.0%	+3.22%	0
MORGAN STANLEY	Increased	114,037(+323.5%)	$11.5M	0.0%	-0.69%	45
Savant Capital, LLC	Decreased	100,213(-5.8%)	$10.1M	0.0%	+1.24%	0
TRUIST FINANCIAL CORP	Increased	95,628(+17.7%)	$9.7M	0.0%	+0.49%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	92,338(+31.1%)	$9.3M	0.0%	+2.13%	35
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	85,535(-2.4%)	$8.7M	0.0%	+1.42%	0
Beacon Pointe Advisors, LLC	Decreased	83,787(-1.9%)	$8.5M	0.0%	+1.13%	0
LPL Financial LLC	Increased	75,557(+44.9%)	$7.6M	0.0%	+1.15%	37
JONES FINANCIAL COMPANIES LLLP	Increased	75,361(+11.9%)	$7.6M	0.0%	+0.75%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	66,143(-32.4%)	$6.7M	0.0%	+5.30%	0
Haverford Trust Co	Increased	55,179(+124.8%)	$5.6M	0.1%	+1.00%	44
UBS Group AG	Increased	45,339(+15.2%)	$4.6M	0.0%	+1.66%	31
Private Advisor Group, LLC	Increased	36,926(+2.5%)	$3.7M	0.0%	+2.26%	27
Mariner, LLC	Increased	36,499(+565.3%)	$3.7M	0.0%	-0.58%	43
ROYAL BANK OF CANADA	Increased	36,374(+72.5%)	$3.7M	0.0%	+0.18%	40