Latest Period
Q1 2026
Security Snapshot
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) Institutional Ownership
CUSIP: 921935870
13F Institutional Holders and Ownership History from Q1 2023 to Q1 2026
Institutions Reporting
278
Shares (Excl. Options)
8,068,685
Price
$101.14
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- Type / Class
- Equity / SHORT TRM TAX EX
- Symbol
- VTES
- Price per share
- $101.24
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,068,685
- Total reported value
- $816,078,909
- % of total 13F portfolios
- 0.01%
- Share change
- +224,163
- Value change
- +$22,638,394
- Number of holders
- 278
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX is tracked under CUSIP 921935870.
- 278 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 240 to 278 between Q4 2025 and Q1 2026.
- Reported value moved from $765,768,094 to $816,078,909.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 278 institutions filings for Q1 2026.
Security key
921935870
Latest holder period
Q1 2026
13F holders
278
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 921935870:
As of 31 Mar 2026, 278 institutional investors reported holding 8,068,685 shares of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES).
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,068,685 | $816,078,909 | +$22,638,394 | $101.14 | 278 |
| 2025 Q4 | 7,538,694 | $765,768,094 | +$79,442,806 | $101.58 | 240 |
| 2025 Q3 | 6,675,757 | $680,349,561 | +$98,894,081 | $101.92 | 206 |
| 2025 Q2 | 5,719,148 | $577,259,966 | +$235,238,906 | $100.93 | 189 |
| 2025 Q1 | 3,400,878 | $341,803,642 | +$82,723,340 | $100.51 | 155 |
| 2024 Q4 | 2,598,888 | $260,540,674 | +$30,208,956 | $100.25 | 136 |
| 2024 Q3 | 2,228,230 | $225,978,477 | +$30,352,621 | $101.42 | 100 |
| 2024 Q2 | 1,920,131 | $192,148,272 | +$39,936,880 | $100.07 | 91 |
| 2024 Q1 | 1,523,889 | $153,454,723 | -$73,398,867 | $100.70 | 76 |
| 2023 Q4 | 2,306,661 | $233,739,568 | +$128,652,907 | $101.41 | 75 |
| 2023 Q3 | 1,031,251 | $101,829,395 | +$21,613,256 | $98.70 | 32 |
| 2023 Q2 | 811,914 | $81,580,245 | +$62,364,782 | $100.48 | 22 |
| 2023 Q1 | 191,143 | $19,414,096 | +$19,362,649 | $101.58 | 7 |