VTES institutional holders

Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF · 310 reporting institutions · $897.1M reported value

Funds that can replace VTES · VTES return decomposition

Institutional holdings

Institutions reporting VTES, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$127.1M02026-06-30
Wescott Financial Advisory Group, LLC$74.9M232026-06-30
Bank of America Corp /de$41.5M02026-06-30
Gleason Group, Inc.$31.7M62026-06-30
TIAA Wealth Investment Management LLC$23.8M72026-06-30
Seeds Investor LLC$20.1M32026-06-30
Wells Fargo & Company/mn$19.2M02026-06-30
Savant Wealth Management$18.3M4052026-06-30
Raymond James Financial Inc$17M02026-06-30
Goldman Sachs Group Inc$16M02026-06-30
Cetera Investment Advisers$12.2M10,3702026-06-30
Morgan Stanley$10.3M23,1852026-06-30
Envestnet Pmc$10.2M602026-06-30
Northwestern Mutual Wealth Management Co$10.1M02026-06-30
Lpl Financial LLC$9.8M23,4582026-06-30
Beacon Bank & Trust$9.7M02026-06-30
Hall Capital Management Co Inc$9.7M32026-06-30
Beaird Harris Wealth Management, LLC$9.6M182026-06-30
Jones Financial Companies LLLP$9.6M02026-06-30
Stonebridge Capital Advisors LLC$9.5M52026-06-30
S.A. Mason, LLC$9.4M42026-06-30
Wealth Enhancement Advisory Services, LLC$9.2M1,0262026-06-30
Beacon Pointe Advisors, LLC$9M4662026-06-30
Altiora Financial Group, LLC$8.9M12026-06-30
Commonwealth Equity Services, LLC$8.5M2,8632026-06-30
Hughes Financial Services, LLC$8.2M92026-06-30
Clearstead; Clearstead Advisory Solutions$8.1M642026-06-30
Focus Partners Advisor Solutions, LLC$7.8M422026-06-30
Truist Financial Corp$7.2M02026-06-30
Osaic Holdings, Inc.$6.7M02026-06-30
Apella Capital, LLC$6.5M1042026-06-30
Mayport Wealth Management$6.5M32026-06-30
UBS Group AG$6.3M02026-06-30
Haverford Trust Co$6.2M02026-06-30
Rw Investment Management LLC$6.2M132026-06-30
Eclectic Associates Inc /adv$6.2M112026-06-30
Gentrust, LLC$5.9M222026-06-30
Capital Investment Services of America, Inc.$5.4M92026-06-30
Farther Finance Advisors, LLC$5.2M3342026-06-30
Royal Bank of Canada$5.2M02026-06-30
Topsail Wealth Management, LLC$5.2M42026-06-30
Firestone Capital Management$5.2M62026-06-30
First Affirmative Financial Network$4.7M132026-03-31
Bluechip Wealth Advisors LLC$4.6M62026-06-30
Ashton Thomas Private Wealth, LLC$4.4M962026-06-30
Dakota Wealth Management$4.2M02026-06-30
Edelman Financial Engines$4.1M7222026-06-30
Sanchez Levi Garrett$4.1M52026-06-30
Mariner, LLC$4M02026-06-30
Bedel Financial Consulting, Inc.$3.9M192026-06-30
Corient Private Wealth LP$3.6M6742026-06-30
Haven Private, LLC$3.5M62026-06-30
Sterling Financial Planning, Inc.$3.5M82026-06-30
Newedge Advisors$3.5M6012026-06-30
Aspire Private Capital$3.5M82026-06-30
Karpus Investment Management$3.5M62026-06-30
Genesis Private Wealth, LLC$3.4M62026-06-30
Integrated Wealth Concepts LLC$3.4M4802026-06-30
Hightower Advisors, LLC$3.4M1,0462026-06-30
Elequin Capital, LP$3.2M02026-06-30
Callan Family Office, LLC$3.1M02026-06-30
Burton Enright Welch$3.1M122026-06-30
Atria Investments, Inc$3M62026-06-30
Americana Partners, LLC$3M532026-06-30
Evanson Asset Management, LLC$2.8M02026-03-31
Evanson Financial, LLC$2.7M42026-06-30
Daymark Wealth Partners, LLC$2.7M372026-06-30
Ausdal Financial Partners, Inc.$2.6M1892026-06-30
Avior Wealth Management, LLC$2.6M692026-06-30
Eaton-Cambridge Inc.$2.6M52026-06-30
Tci Wealth Advisors, Inc.$2.5M462026-06-30
MML Investors Services, LLC$2.5M5,1202026-06-30
Hub Investment Partners, LLC$2.5M1182026-06-30
Frankly Finances, LLC$2.4M12026-06-30
Brown Wealth Management, LLC$2.3M62026-06-30
Surience Private Wealth LLC$2.3M22026-06-30
Choate Investment Advisors$2.3M152026-06-30
Bluespring Wealth Management, LLC$2.2M502026-06-30
Winnacle Wealth, LLC$2.2M62026-06-30
Stifel Financial Corp$2.1M02026-06-30
Jacobson & Schmitt Advisors, LLC$2M122026-06-30
Stephens Inc /ar$2M2432026-06-30
If Advisors, LLC$2M22026-06-30
Passive Capital Management, Llc.$1.9M72026-06-30
Sunesis Advisors, LLC$1.9M102026-06-30
Diversified Portfolios, Inc.$1.9M102026-06-30
Mb Generational Wealth, LLC$1.9M32026-06-30
Laurel Wealth Advisors LLC$1.9M62026-06-30
Hb Wealth Management, LLC$1.8M1692026-06-30
Eagle Rock Investment Company, LLC$1.8M32026-06-30
Private Advisor Group, LLC$1.8M9272026-06-30
Single Point Partners$1.8M112026-06-30
Kestra Advisory Services, LLC$1.8M1,4792026-06-30
Arax Advisory Partners$1.7M2322026-06-30
Brown Advisory Inc$1.6M02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$1.6M1032026-06-30
Integrity Investment Advisors, LLC$1.6M22026-06-30
Kathleen S. Wright Associates Inc.$1.5M02025-09-30
Aqr Capital Management LLC$1.5M12026-06-30
Allodium Investment Consultants, LLC$1.5M52026-06-30
Gen Financial Management Inc.$1.5M42026-06-30
Onedigital Investment Advisors LLC$1.4M3862026-06-30
McNaughton Wealth Management, LLC$1.4M42026-06-30
Waverly Advisors, LLC$1.3M2312026-06-30
Urs Advisory$1.3M42026-06-30
Sound Portfolio Advisors, LLC$1.3M22026-06-30
Cardiff Park Advisors, LLC$1.3M12026-06-30
Tribridge Partners Financial LLC$1.3M72026-06-30
Switchpoint Financial Planning, LLC$1.3M22026-06-30
Whitegate Investment Counselors, Inc.$1.2M32026-06-30
Per Stirling Capital Management, Llc.$1.2M312026-06-30
Pathstone Holdings, LLC$1.2M02026-06-30
Flagship Harbor Advisors, LLC$1.2M602026-06-30
Signal Advisors Wealth, LLC$1.2M452026-06-30
Alhambra Investment Management LLC$1.2M52026-06-30
Ballast Rock Private Wealth LLC$1.1M102026-06-30
Allworth Financial, LP$1.1M3172026-06-30
King Luther Capital Management Corp$1.1M342026-06-30
Mutual Advisors, LLC$1.1M1532026-06-30
Jpmorgan Chase & Co$1M02026-06-30
Planning Center, Inc.$1M102026-06-30
Congress Park Capital LLC$1M32026-06-30
Burney Co$988.7K372026-06-30
Quantinno Capital Management LP$956.2K02026-06-30
Blair William & Co/il$953K3292026-06-30
Capital Group Private Client Services, Inc.$951.2K1062026-06-30
Zhang Financial LLC$948.8K202026-06-30
Rothschild Wealth LLC$948K312026-06-30
Pillar Financial Advisors, LLC$943.7K42026-06-30
Wedmont Private Capital$920.4K122026-06-30
Cva Family Office, LLC$907.2K82026-06-30
Savvy Advisors, Inc.$901.9K2142026-06-30
Three Arch Wealth Management LLC$888.4K42026-06-30
Bridgewealth Advisory Group, LLC$883.6K52026-06-30
Gutierrez Wealth Advisory, LLC$849.4K52026-06-30
Fortune Financial Advisors, LLC$834.7K52026-06-30
Stone Loft Wealth Management LLC$830.4K12026-06-30
L2 Asset Management, LLC$827.4K22026-06-30
Concurrent Investment Advisors, LLC$824.4K3492026-06-30
Equitable Holdings, Inc.$806.9K02026-06-30
Headinvest, LLC$803.8K72026-06-30
Integrity Advisory Solutions, LLC$801.7K1272026-06-30
Thrive Wealth Management, LLC$759.1K122026-06-30
Roan Capital Partners$742.8K42026-06-30
Wealthspring Partners, LLC$730.9K52026-06-30
Rockbridge Investment Management, Lcc$715.5K02026-06-30
Manuka Financial$711K22026-06-30
Focus Partners Wealth$710.6K1,0482026-06-30
Avidian Wealth Enterprises, LLC$706K432026-06-30
Enrich Financial Partners LLC$691.5K42026-06-30
McCarter Private Wealth Services LLC$689.9K22026-06-30
Envestnet Portfolio Solutions, Inc.$687.2K32026-06-30
Bridgewater Advisors Inc.$682.7K142026-06-30
Rcs Financial Planning, LLC$674.3K22026-06-30
Arbor Investment Advisors, LLC$673.1K52026-06-30
Valley Financial Group, Inc.$661K42026-06-30
Cwm, LLC$652.9K6672026-03-31
Integrity Wealth Solutions LLC$639.6K22026-06-30
Harbour Investments, Inc.$634.3K2472026-06-30
Main Street Financial Solutions, LLC$627.5K412026-06-30
R2 Wealth Management Partners$623.6K32026-06-30
Hurlow Wealth Management Group, Inc.$606.1K112026-06-30
Eversource Wealth Advisors, LLC$601.5K772026-06-30
Cornerstone Financial Management LLC$600K42026-06-30
Baird Financial Group, Inc.$599K02026-06-30
Corecap Advisors, LLC$598.5K1182026-06-30
McIlrath & Eck, LLC$592.1K62026-03-31
Symmetry Partners, LLC$580K232026-06-30
&partners$570.9K5552026-06-30
Elser Financial Planning, Inc.$569.2K132026-06-30
Schiavi & Co LLC$554K62026-06-30
Eldridge Investment Advisors Inc$553.8K82026-06-30
Crews Bank & Trust$552.1K02026-06-30
Tagstone Capital, Inc.$551.4K12026-06-30
Donalies Financial Planning, LLC$551K42026-06-30
Alesco Advisors, LLC, An Esl Company$550.6K142026-06-30
Montis Financial, LLC$538.4K162026-06-30
Rehmann Capital Advisory Group$536.7K422026-06-30
Stone Summit Wealth LLC$534.5K32026-06-30
Vestgen Advisors, LLC$534.1K582026-06-30
Sanctuary Advisors, LLC$528.2K4012026-06-30
Asset Planning Corporation$525.4K02025-09-30
L.K. Benson & Company, P.C.$525K22026-06-30
Quantum Financial Planning Services, Inc.$514.6K152026-06-30
First Heartland Consultants, Inc.$507.3K992026-06-30
Piscataqua Savings Bank$506.6K02026-06-30
Composition Wealth, LLC$501.1K762026-06-30
Creativeone Wealth, LLC$484.7K2212026-06-30
Cerity Partners LLC$473.9K7772026-06-30
Modern Wealth Management, LLC$462.1K1612026-06-30
Slow Capital, Inc.$453.1K22026-06-30
Independent Financial Group, LLC$442.8K4812026-06-30
Brand Asset Management Group, Inc.$440.1K152026-06-30
Essex Financial Services, Inc.$438.7K332026-06-30
Sigfig Wealth Management, LLC$437.5K42026-06-30
Kestra Private Wealth Services, LLC$436.5K2062026-06-30
Xml Financial, LLC$432.2K282026-06-30
Directional Asset Management, LLC$427.8K12026-06-30
Creative Financial Designs Inc /adv$427K02026-06-30
Compound Planning, Inc.$419.7K752026-06-30
Lake Hills Wealth Management, LLC$412.5K32026-06-30
Portfolio Resources Advisor Group, Inc.$382.8K112026-06-30
Financial Plan, Inc.$382.7K132026-06-30
Burk Holdings LLC$381K72026-06-30
Integrated Advisors Network LLC$375.3K792026-06-30
Oxbow Advisors, LLC$372.8K102026-06-30
Bryn Mawr Trust Advisors, LLC$372.6K552026-06-30
Summit Financial, LLC$371.5K2292026-06-30
Tcfg Investment Advisors, LLC$370.4K312026-06-30
Modera Wealth Management, LLC$359.7K1352026-06-30
Sequoia Financial Group, LLC$359.6K2582026-06-30
Bristlecone Advisors, LLC$354.3K02025-09-30
Worth Asset Management$354.3K102026-06-30
Compass Advisors$351.6K52026-06-30
Acumen Wealth Advisors, LLC$350.5K122026-06-30
Diversified Trust Co$347.4K02026-06-30
Whittier Trust Co of Nevada Inc$340.8K02026-06-30
Magnolia Private Wealth, LLC$326.9K42026-06-30
Garner Asset Management Corp$324.2K12026-06-30
Brighton Jones LLC$321.4K1592026-06-30
Global Retirement Partners LLC$317.6K4912026-06-30
Ritter Daniher Financial Advisory LLC / de$309K02026-06-30
Midwestern Financial, LLC /ia$304.6K32026-06-30
Rockefeller Capital Management LP$303.9K3462026-06-30
Trellis Wealth Advisors LLC$302.3K42026-06-30
Heartwood Wealth Advisors LLC$301.9K02026-06-30
Tcfg Wealth Management, LLC$299K02026-03-31
Pasadena Private Wealth, LLC$269.7K02026-06-30
Compass Capital Corp /ma/ /adv$266.8K02026-06-30
Mcf Advisors LLC$259.4K332026-06-30
Delos Wealth Advisors, LLC$256.6K62026-06-30
Bos Asset Management, LLC$254.2K102026-06-30
Argent Trust Co$253.3K02026-06-30
180 Wealth Advisors, LLC$253.3K62026-06-30
Core Wealth Advisors, Inc.$250.6K112026-06-30
Verum Partners LLC$250.5K162026-06-30
North Star Investment Management Corporation$249.2K112026-06-30
Lodestone Wealth Management LLC$248.2K32026-06-30
Elevatus Welath Management$247.4K52026-06-30
Amicus Financial Advisors, LLC$247.1K192026-06-30
Ifg Advisory, LLC$245.7K1102026-06-30
Moneta Group Investment Advisors LLC$244.1K2562026-06-30
Pds Planning, Inc$243.2K102026-06-30
Fortis Group Advisors, LLC$242.4K252026-06-30
Retirement Planning Group, LLC$240.8K02026-06-30
Scs Capital Management LLC$239.9K802026-06-30
Washington Trust Advisors$237.8K142026-06-30
Fiduciary Trust Co$235.5K02026-06-30
Valmark Advisers, Inc.$232.5K2952026-06-30
Level Financial Advisors$232.2K82026-06-30

The 250 largest of 310 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30