VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

CUSIP: 921935870

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / SHORT TRM TAX EX
Total 13F shares
811,914
Share change
+620,771
Total reported value
$81,580,245
Price per share
$100.48
Number of holders
22
Value change
+$62,364,782
Number of buys
19
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 921935870?
CUSIP 921935870 identifies VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q2 2023

As of 30 Jun 2023, VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by 22 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 811,914 shares. The largest 10 holders included Wescott Financial Advisory Group, LLC, JANE STREET GROUP, LLC, RFP Financial Group LLC, Landmark Financial Advisors, LLC, GOLDMAN SACHS GROUP INC, Capital Investment Services of America, Inc., RAYMOND JAMES TRUST N.A., Watchman Group, Inc., Francis Financial, Inc., and Private Advisor Group, LLC. This page lists 22 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
7
Q2 2023 holders
22
Holder diff
15
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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