Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Total 13F shares
-
6,651,791
-
Share change
-
+968,907
-
Total reported value
-
$677,906,826
-
Price per share
-
$101.92
-
Number of holders
-
204
-
Value change
-
+$98,901,216
-
Number of buys
-
127
-
Number of sells
-
57
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q3 2025
As of 30 Sep 2025,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
204 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,651,791 shares.
The largest 10 holders included
MERCER GLOBAL ADVISORS INC /ADV, Wescott Financial Advisory Group, LLC, Gleason Group, Inc., Karpus Management, Inc., BANK OF AMERICA CORP /DE/, TIAA TRUST, NATIONAL ASSOCIATION, SEEDS INVESTOR LLC, Corient Private Wealth LLC, RAYMOND JAMES FINANCIAL INC, and Cetera Investment Advisers.
This page lists
204
institutional shareholders reporting positions in this security
for the Q3 2025 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.