VANGUARD WELLINGTON FD

$VTES
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Institutional coverage

262 13F filers hold $VTES.

13F holders
262
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$VTES is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.04% to 0.18%, with an average of 0.09% of portfolio. Largest holder: Quantum Financial Planning Services, Inc. at 0.18%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Quantum Financial Planning Services, Inc.
0.18% held
α +28.9pts
02
Level Financial Advisors
0.06% held
α +30.9pts
03
Choate Investment Advisors
0.04% held
α +13.8pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 262 · Source: 13F-HR
01
Legal & General Group Plc
0.20% of portfolio
1,329,333 sh
02
CFC Planning Co LLC
6.43% of portfolio
725,519 sh
03
H/2 Credit Manager LP
3.00% of portfolio
299,562 sh
04
State Farm Mutual Automobile Insurance Co.
—
243,426 sh
05
Banyan Capital Management, Inc.
—
228,072 sh
06
Sierra Summit Advisors LLC
2.68% of portfolio
194,104 sh
07
Coastwise Capital Group, LLC
0.02% of portfolio
170,641 sh
08
FengHe Fund Management Pte. Ltd.
0.01% of portfolio
115,283 sh
09
Savant Capital, LLC
0.06% of portfolio
106,331 sh
10
Randolph Co Inc
0.05% of portfolio
100,213 sh
See all 262 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VTES in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $VTES in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:00 UTC.