VTES — Vanguard Wellington Fd 机构持仓 · 2026年Q3
谁持有 Vanguard Wellington Fd（VTES）？2026年Q3（报告期截至 2026-09-30）共有 22 家机构在 SEC 13F 申报中报告持有，合计 3,523.11 万美元。前几大持有机构：Apella Capital, LLC（800.00 万美元）、Eclectic Associates Inc（740.00 万美元）、Farther Finance Advisors, LLC（620.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $8.0M | 81,600 | 增持 |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $7.4M | 74,806 | 增持 |
| 3 | Farther Finance Advisors, LLC | $6.2M | 63,017 | 增持 |
| 4 | Wedmont Private Capital | $4.4M | 44,303 | 增持 |
| 5 | McNaughton Wealth Management, LLC | $1.7M | 16,827 | 增持 |
| 6 | Capital Advisors Wealth Management, LLC | $1.4M | 14,326 | 新建仓 |
| 7 | Valeo Financial Advisors, LLC | $1.2M | 12,290 | 新建仓 |
| 8 | Avidian Wealth Enterprises, LLC | $742,474 | 7,530 | 增持 |
| 9 | Roan Capital Partners | $701,140 | 7,111 | 减持 |
| 10 | CoreCap Advisors, LLC | $582,529 | 5,908 | 持平 |
| 11 | First Heartland Consultants, Inc. | $556,203 | 5,641 | 增持 |
| 12 | SigFig Wealth Management, LLC | $417,078 | 4,230 | 减持 |
| 13 | Lake Hills Wealth Management, LLC | $362,059 | 3,672 | 减持 |
| 14 | Worth Asset Management, LLC | $335,702 | 3,405 | 减持 |
| 15 | Heartwood Wealth Advisors LLC | $293,828 | 2,980 | 持平 |
| 16 | BOS Asset Management, LLC | $250,897 | 2,545 | 增持 |
| 17 | Cassilly Financial Group LLC | $226,386 | 2,296 | 新建仓 |
| 18 | Wealth Enhancement Trust Services, Inc. | $194,242 | 1,970 | 持平 |
| 19 | AMERICAN NATIONAL BANK & TRUST | $145,435 | 1,475 | 增持 |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $79,669 | 808 | 新建仓 |
| 21 | Planning Strategies Inc. | $54,033 | 548 | 持平 |
| 22 | EASTERN BANK | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30