Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 0.16% | 0.2% | #78 | $127.1M | 1.3M | $134.4M | 1.3M | -74,778-5.63% | Reduce | |
| Wescott Financial Advisory Group, LLC | 5.8% | 6.43% | #1 | $74.9M | 739,648 | $73.4M | 725,519 | +14,129+1.95% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #254 | $41.5M | 409,264 | $38.3M | 378,943 | +30,321+8.00% | Add | |
| Gleason Group, Inc. | 2.77% | 3% | #4 | $31.7M | 312,892 | $30.3M | 299,562 | +13,330+4.45% | Add | |
| TIAA Wealth Investment Management LLC | 0.16% | 0.21% | #77 | $23.8M | 234,984 | $26.9M | 266,166 | -31,182-11.72% | Reduce | |
| SEEDS INVESTOR LLC | 2.06% | 2.68% | #6 | $20.1M | 198,242 | $19.7M | 194,104 | +4,138+2.13% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #252 | $19.2M | 189,383 | $15.6M | 154,387 | +34,996+22.67% | Add | |
| Savant Capital, LLC | 0.05% | 0.05% | #134 | $18.3M | 181,064 | $10.1M | 100,213 | +80,851+80.68% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | 0.01% | #241 | $17.0M | 168,178 | $24.1M | 238,557 | -70,379-29.50% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #273 | $16.0M | 157,546 | $3.0M | 29,430 | +128,116+435.32% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #202 | $12.2M | 120,115 | $11.7M | 115,283 | +4,832+4.19% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #285 | $10.3M | 101,975 | $118,353 | 1,161 | +100,814+8,683.38% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #260 | $10.2M | 100,525 | $9.3M | 92,338 | +8,187+8.87% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | <0.01% | #232 | $10.1M | 99,216 | $3.0M | 29,794 | +69,422+233.01% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #265 | $9.8M | 97,134 | $7.6M | 75,557 | +21,577+28.56% | Add | |
| Beacon Bank & Trust | 1.88% | 1.95% | #8 | $9.7M | 96,154 | $9.5M | 94,228 | +1,926+2.04% | Add | |
| HALL CAPITAL MANAGEMENT CO INC | 3.01% | — | #2 | $9.7M | 95,531 | $0 | 0 | +95,531 | New Buy | |
| Beaird Harris Wealth Management, LLC | 0.6% | 0.68% | #36 | $9.6M | 94,970 | $10.0M | 98,904 | -3,934-3.98% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #246 | $9.6M | 94,954 | $7.6M | 75,361 | +19,593+26.00% | Add | |
| Stonebridge Capital Advisors LLC | 0.61% | 0.64% | #35 | $9.5M | 94,224 | $9.1M | 90,006 | +4,218+4.69% | Add | |
| S.A. Mason LLC | 2.88% | 2.01% | #3 | $9.4M | 92,425 | $5.3M | 52,870 | +39,555+74.82% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.02% | 0.01% | #188 | $9.2M | 90,508 | $6.7M | 66,143 | +24,365+36.84% | Add | |
| Beacon Pointe Advisors, LLC | 0.04% | 0.04% | #144 | $9.0M | 88,991 | $8.5M | 83,787 | +5,204+6.21% | Add | |
| Altiora Financial Group, LLC | 1.4% | 1.24% | #12 | $8.9M | 87,674 | $7.5M | 74,514 | +13,160+17.66% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #204 | $8.5M | 83,629 | $8.7M | 85,535 | -1,906-2.23% | Reduce | |
| Hughes Financial Services, LLC | 1.09% | 1.17% | #15 | $8.2M | 81,423 | $7.6M | 75,612 | +5,811+7.69% | Add | |
| Clearstead Advisors, LLC | 0.08% | 0.03% | #116 | $8.1M | 80,436 | $3.8M | 37,870 | +42,566+112.40% | Add | |
| Focus Partners Advisor Solutions, LLC | 0.07% | 0.02% | #124 | $7.8M | 76,988 | $2.0M | 19,806 | +57,182+288.71% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #210 | $7.2M | 71,012 | $9.7M | 95,628 | -24,616-25.74% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | <0.01% | #216 | $6.7M | 66,517 | $2.8M | 27,554 | +38,963+141.41% | Add | |
| Apella Capital, LLC | 0.09% | 0.1% | #107 | $6.5M | 64,172 | $6.6M | 65,504 | -1,332-2.03% | Reduce | |
| MAYPORT, LLC | 1% | 1.17% | #16 | $6.5M | 63,855 | $6.3M | 62,006 | +1,849+2.98% | Add | |
| UBS Group AG | <0.01% | <0.01% | #277 | $6.3M | 62,184 | $4.6M | 45,339 | +16,845+37.15% | Add | |
| Haverford Trust Co | 0.05% | 0.05% | #135 | $6.2M | 61,563 | $5.6M | 55,179 | +6,384+11.57% | Add | |
| RW Investment Management LLC | 0.54% | 0.47% | #38 | $6.2M | 61,269 | $4.9M | 48,277 | +12,992+26.91% | Add | |
| ECLECTIC ASSOCIATES INC /ADV | 0.71% | 0.69% | #29 | $6.2M | 61,227 | $5.2M | 51,147 | +10,080+19.71% | Add | |
| GenTrust, LLC | 0.23% | 0.26% | #66 | $5.9M | 58,684 | $6.1M | 60,562 | -1,878-3.10% | Reduce | |
| Capital Investment Services of America, Inc. | 0.53% | 0.81% | #39 | $5.4M | 53,210 | $7.7M | 76,320 | -23,110-30.28% | Reduce | |
| Farther Finance Advisors, LLC | 0.04% | 0.03% | #146 | $5.2M | 51,760 | $3.2M | 31,276 | +20,484+65.49% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #280 | $5.2M | 51,351 | $3.7M | 36,374 | +14,977+41.18% | Add | |
| Topsail Wealth Management, LLC | 0.66% | 0.76% | #31 | $5.2M | 51,216 | $5.2M | 51,107 | +109+0.21% | Add | |
| Firestone Capital Management | 0.96% | 1.23% | #18 | $5.2M | 51,071 | $5.9M | 58,634 | -7,563-12.90% | Reduce | |
| BlueChip Wealth Advisors LLC | 1.74% | 1.78% | #10 | $4.6M | 45,299 | $4.1M | 40,091 | +5,208+12.99% | Add | |
| Ashton Thomas Private Wealth, LLC | 0.09% | 0.11% | #106 | $4.4M | 43,681 | $4.8M | 47,496 | -3,815-8.03% | Reduce | |
| Dakota Wealth Management | 0.08% | 0.09% | #114 | $4.2M | 41,779 | $4.3M | 42,279 | -500-1.18% | Reduce | |
| Financial Engines Advisors L.L.C. | 0.01% | 0.01% | #219 | $4.1M | 40,760 | $3.4M | 33,544 | +7,216+21.51% | Add | |
| Sanchez Levi Garrett | 2.21% | 2.55% | #5 | $4.1M | 40,227 | $4.1M | 40,227 | 00.00% | Unchanged | |
| Mariner, LLC | <0.01% | <0.01% | #244 | $4.0M | 39,496 | $3.7M | 36,499 | +2,997+8.21% | Add | |
| Bedel Financial Consulting, Inc. | 0.36% | 0.4% | #53 | $3.9M | 38,035 | $3.5M | 34,807 | +3,228+9.27% | Add | |
| Corient Private Wealth LLC | <0.01% | 0.02% | #253 | $3.6M | 35,688 | $17.2M | 170,641 | -134,953-79.09% | Reduce |