Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935870SHORT TRM TAX EXVTESQ1 2026
Institutional Holders
277
13F filers
Shares Held
8.06M
Aggregate institutional
Institutional Value
$808.23M
Q1 2026
Net New Holders
+34
43 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions43
Increased133
Decreased49
Sold out9
Institutional Holders
277 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.33M | $134.45M | +15.8K | Added |
| 2 | Wescott Financial Advisory Group, LLC | 725.5K | $73.38M | +57.0K | Added |
| 3 | Bank Of America Corp /De/ | 378.9K | $38.33M | +99.9K | Added |
| 4 | Gleason Group, Inc. | 299.6K | $30.30M | +16.1K | Added |
| 5 | Tiaa Wealth Investment Management LLC | 266.2K | $26.92M | +266.2K | First Filing |
| 6 | Raymond James Financial Inc | 238.6K | $24.13M | −35.1K | Reduced |
| 7 | Seeds Investor LLC | 194.1K | $19.67M | +4.5K | Added |
| 8 | Corient Private Wealth LLC | 170.6K | $17.19M | +14.1K | Added |
| 9 | Wells Fargo & Company/Mn | 154.4K | $15.61M | +14.2K | Added |
| 10 | Cetera Investment Advisers | 115.3K | $11.66M | −958 | Reduced |
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