VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

CUSIP: 921935870

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / SHORT TRM TAX EX
Total 13F shares
1,920,131
Share change
+399,242
Total reported value
$192,148,272
Price per share
$100.07
Number of holders
91
Value change
+$39,936,880
Number of buys
55
Number of sells
25

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 2024

As of 30 Jun 2024, VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by 91 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,920,131 shares. The largest 10 holders included Wescott Financial Advisory Group, LLC, Beaird Harris Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Capital Investment Services of America, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, San Luis Wealth Advisors LLC, Stonebridge Capital Advisors LLC, RAYMOND JAMES & ASSOCIATES, GenTrust, LLC, and Kades & Cheifetz LLC. This page lists 92 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
76
Q2 2024 holders
91
Holder diff
15
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 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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