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

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 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
* 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.