Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935870SHORT TRM TAX EXVTESQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
277
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.33M | $134.45M |
| 2 | Wescott Financial Advisory Group, LLC | 725.5K | $73.38M |
| 3 | Bank Of America Corp /De/ | 378.9K | $38.33M |
| 4 | Gleason Group, Inc. | 299.6K | $30.30M |
| 5 | Tiaa Wealth Investment Management LLC | 266.2K | $26.92M |
| 6 | Raymond James Financial Inc | 238.6K | $24.13M |
| 7 | Seeds Investor LLC | 194.1K | $19.67M |
| 8 | Corient Private Wealth LLC | 170.6K | $17.19M |
| 9 | Wells Fargo & Company/Mn | 154.4K | $15.61M |
| 10 | Cetera Investment Advisers | 115.3K | $11.66M |