VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

Historical Holders from Q1 2023 to Q1 2025

Symbol: VTES
CUSIP: 921935870
Type / Class: Equity / SHORT TRM TAX EX
All holders as of December 31, 2024: Q4 2024
Shares, excl. options: 2.6M
Holdings value: $260M
% of all portfolios: 0.004%
Grand Portfolio weight change: +0%
Number of holders: 136
Number of buys: 85
Number of sells: -28
Average Value change %: +0%
Average buys %: +0.001%
Average sells %: 0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q1	587K	$59M	+$9.18M			$100.51	35
2024 Q4	2.6M	$260M	+$30M			$100.25	136
2024 Q3	2.23M	$226M	+$30.4M			$101.42	100
2024 Q2	1.92M	$192M	+$39.9M			$100.07	91
2024 Q1	1.52M	$153M	-$73.4M			$100.70	76
2023 Q4	2.31M	$234M	+$129M			$101.41	75
2023 Q3	1.03M	$102M	+$21.6M			$98.70	32
2023 Q2	812K	$81.6M	+$62.4M			$100.48	22
2023 Q1	191K	$19.4M	+$19.1M			$101.58	7