VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

CUSIP: 921935870

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / SHORT TRM TAX EX
Total 13F shares
1,031,251
Share change
+219,337
Total reported value
$101,829,395
Price per share
$98.70
Number of holders
32
Value change
+$21,613,256
Number of buys
28
Number of sells
7

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.

Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q3 2023

As of 30 Sep 2023, VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by 32 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,031,251 shares. The largest 10 holders included Wescott Financial Advisory Group, LLC, JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, Landmark Financial Advisors, LLC, BANK OF MONTREAL /CAN/, Capital Investment Services of America, Inc., Beaird Harris Wealth Management, LLC, RCS Financial Planning, LLC, Cetera Investment Advisers, and RFP Financial Group LLC. This page lists 32 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
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.