VTES — Vanguard Wellington Fd Institutional Holders · Q3 2026

Name: Who Owns VTES? 22 Institutions Hold $35.2M (Q3 2026)
Creator: ko.io

Who owns Vanguard Wellington Fd (VTES)? 22 institutions reported holding $35.23M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($8.0M), Eclectic Associates Inc ($7.4M), Farther Finance Advisors, LLC ($6.2M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$8.0M	81,600	Added
2	ECLECTIC ASSOCIATES INC /ADV	$7.4M	74,806	Added
3	Farther Finance Advisors, LLC	$6.2M	63,017	Added
4	Wedmont Private Capital	$4.4M	44,303	Added
5	McNaughton Wealth Management, LLC	$1.7M	16,827	Added
6	Capital Advisors Wealth Management, LLC	$1.4M	14,326	New
7	Valeo Financial Advisors, LLC	$1.2M	12,290	New
8	Avidian Wealth Enterprises, LLC	$742,474	7,530	Added
9	Roan Capital Partners	$701,140	7,111	Trimmed
10	CoreCap Advisors, LLC	$582,529	5,908	Hold
11	First Heartland Consultants, Inc.	$556,203	5,641	Added
12	SigFig Wealth Management, LLC	$417,078	4,230	Trimmed
13	Lake Hills Wealth Management, LLC	$362,059	3,672	Trimmed
14	Worth Asset Management, LLC	$335,702	3,405	Trimmed
15	Heartwood Wealth Advisors LLC	$293,828	2,980	Hold
16	BOS Asset Management, LLC	$250,897	2,545	Added
17	Cassilly Financial Group LLC	$226,386	2,296	New
18	Wealth Enhancement Trust Services, Inc.	$194,242	1,970	Hold
19	AMERICAN NATIONAL BANK & TRUST	$145,435	1,475	Added
20	ARMSTRONG ADVISORY GROUP, INC	$79,669	808	New
21	Planning Strategies Inc.	$54,033	548	Hold
22	EASTERN BANK	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30