VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

Q3 2025 13F Holders as of 9/30/2025

Type / Class
Equity / SHORT TRM TAX EX
Number of holders
27
Total 13F shares, excl. options
574K
Shares change
+76.3K
Total reported value, excl. options
$58.5M
Value change
+$7.78M
Number of buys
17
Number of sells
-3
Price
$101.93

Significant Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q3 2025

27 filings reported holding VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX as of Q3 2025.
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 574K shares .
Largest 10 shareholders include Gleason Group, Inc. (304K shares), TCI Wealth Advisors, Inc. (39.5K shares), ECLECTIC ASSOCIATES INC /ADV (39K shares), GENESIS PRIVATE WEALTH, LLC (30.2K shares), Evanson Asset Management, LLC (25.8K shares), Allodium Investment Consultants, LLC (15.9K shares), Kathleen S. Wright Associates Inc. (15.2K shares), Single Point Partners, LLC (13.8K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (12.6K shares), and BURNEY CO/ (11.2K shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.