Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Total 13F shares
-
2,162,769
-
Share change
-
+339,442
-
Total reported value
-
$219,707,204
-
Price per share
-
$101.58
-
Number of holders
-
129
-
Value change
-
+$34,469,277
-
Number of buys
-
86
-
Number of sells
-
26
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q4 2025
As of 31 Dec 2025,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,162,769 shares.
The largest 10 holders included
Gleason Group, Inc., SEEDS INVESTOR LLC, Bedel Financial Consulting, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, TRUIST FINANCIAL CORP, Capital Investment Services of America, Inc., Topsail Wealth Management, LLC, Apella Capital, LLC, ECLECTIC ASSOCIATES INC /ADV, and Ashton Thomas Private Wealth, LLC.
This page lists
129
institutional shareholders reporting positions in this security
for the Q4 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.