VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES)

CUSIP: 921935870

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / SHORT TRM TAX EX
Total 13F shares
7,538,694
Share change
+782,402
Total reported value
$765,768,094
Price per share
$101.58
Number of holders
240
Value change
+$79,442,806
Number of buys
158
Number of sells
48

Security key

921935870

Report period

Q4 2025

Institutions

240

Top holders

10

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 2025

As of 31 Dec 2025, VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by 240 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,538,694 shares. The largest 10 holders included MERCER GLOBAL ADVISORS INC /ADV, Wescott Financial Advisory Group, LLC, Gleason Group, Inc., TIAA TRUST, NATIONAL ASSOCIATION, BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC, Karpus Management, Inc., SEEDS INVESTOR LLC, Bedel Financial Consulting, Inc., and Corient Private Wealth LLC. This page lists 240 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

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
206
Q4 2025 holders
240
Holder diff
34
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 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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