Security key
921935870
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)
CUSIP: 921935870
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / SHORT TRM TAX EX
- Total 13F shares
- 2,598,888
- Share change
- +302,747
- Total reported value
- $260,540,674
- Price per share
- $100.25
- Number of holders
- 136
- Value change
- +$30,208,956
- Number of buys
- 86
- Number of sells
- 27
Report period
Q4 2024
Institutions
136
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 921935870
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 Q4 2024
As of 31 Dec 2024,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,598,888 shares.
The largest 10 holders included
Wescott Financial Advisory Group, LLC, BANK OF AMERICA CORP /DE/, Beaird Harris Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, San Luis Wealth Advisors LLC, SEEDS INVESTOR LLC, Capital Investment Services of America, Inc., Stonebridge Capital Advisors LLC, RAYMOND JAMES FINANCIAL INC, and Focus Partners Advisor Solutions, LLC.
This page lists
137
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
100
Q4 2024 holders
136
Holder diff
36
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.