VTES · Insider trading · 13F holders · Congress trades
Vanguard Wellington Fd (VTES)
Who is buying and selling VTES: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 72
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VTES at a glance
- No open-market insider purchases or sales of VTES were filed in the last 90 days.
- 72 13F filers hold VTES among their 50 largest positions, worth $347.0M combined. The biggest bets by portfolio weight are Wescott Financial Advisory Group, LLC (5.8%), Gleason Group, Inc. (3.1%) and Hall Capital Management Co Inc (3.0%). In their latest 13Fs, 2 managers opened a new position and 22 added to one.
- No member of Congress has disclosed a trade in VTES.
VTES insider trading
No open-market insider purchases or sales of VTES were filed in the last 90 days.
Who owns VTES? Hedge funds and superinvestors
72 13F filers hold VTES among their 50 largest positions, worth $347.0M combined. The biggest bets by portfolio weight are Wescott Financial Advisory Group, LLC (5.8%), Gleason Group, Inc. (3.1%) and Hall Capital Management Co Inc (3.0%). In their latest 13Fs, 2 managers opened a new position and 22 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wescott Financial Advisory Group, LLCWealth manager | 5.8% | $74.9M | 739,648 | +1.9% shares | Q2 2026 |
| Gleason Group, Inc.Wealth manager | 3.1% | $35.6M | 361,222 | +15.4% shares | Q3 2026 |
| Seeds Investor LLCWealth manager | 2.1% | $20.1M | 198,242 | +2.1% shares | Q2 2026 |
| S.A. Mason LLCWealth manager | 2.9% | $10.0M | 100,969 | +9.2% shares | Q3 2026 |
| Hall Capital Management Co IncHedge fund | 3.0% | $9.7M | 95,531 | — | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 0.6% | $9.6M | 94,970 | -4.0% shares | Q2 2026 |
| Stonebridge Capital Advisors LLCWealth manager | 0.6% | $9.5M | 94,224 | — | Q2 2026 |
| TruNorth Capital Management, LLCWealth manager | 1.4% | $8.9M | 90,580 | — | Q3 2026 |
| Altiora Financial Group, LLCWealth manager | 1.4% | $8.9M | 87,674 | +17.7% shares | Q2 2026 |
| Hughes Financial Services, LLCWealth manager | 1.1% | $8.2M | 81,423 | +7.7% shares | Q2 2026 |
| Beacon Bank & TrustBank & trust | 1.6% | $8.0M | 81,438 | -15.3% shares | Q3 2026 |
| Eclectic Associates Inc /advInvestment manager | 0.8% | $7.4M | 74,806 | +22.2% shares | Q3 2026 |
| Mayport, LLCWealth manager | 1.0% | $6.5M | 63,855 | +3.0% shares | Q2 2026 |
| Waterway Wealth Management, LLCWealth manager | 1.2% | $6.4M | 65,207 | — | Q3 2026 |
| RW Investment Management LLCWealth manager | 0.5% | $6.2M | 61,269 | +26.9% shares | Q2 2026 |
| Hanson & Doremus Investment ManagementWealth manager | 0.6% | $6.1M | 61,684 | — | Q3 2026 |
| First Affirmative Financial NetworkWealth manager | 1.3% | $5.8M | 58,744 | +25.1% shares | Q3 2026 |
| Capital Investment Services of America, Inc.Wealth manager | 0.5% | $5.4M | 53,210 | -30.3% shares | Q2 2026 |
| Topsail Wealth Management, LLCWealth manager | 0.7% | $5.2M | 51,216 | +0.2% shares | Q2 2026 |
| Firestone Capital ManagementWealth manager | 1.0% | $5.2M | 51,071 | -12.9% shares | Q2 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 1.7% | $4.6M | 45,299 | +13.0% shares | Q2 2026 |
| Sanchez Levi GarrettInvestment manager | 2.2% | $4.1M | 40,227 | +0.0% shares | Q2 2026 |
| Bedel Financial Consulting, Inc.Wealth manager | 0.4% | $3.9M | 38,035 | +9.3% shares | Q2 2026 |
| Aspire Private Capital, LLCWealth manager | 0.7% | $3.5M | 34,356 | +18.4% shares | Q2 2026 |
| Genesis Private Wealth, LLCWealth manager | 1.0% | $3.4M | 33,706 | +9.5% shares | Q2 2026 |
| Sterling Financial Planning, Inc.Wealth manager | 0.9% | $3.3M | 33,282 | -3.9% shares | Q3 2026 |
| Haven Private, LLCWealth manager | 1.3% | $3.3M | 33,242 | -4.1% shares | Q3 2026 |
| Elequin Capital, LPHedge fund | 0.4% | $3.2M | 31,278 | — | Q2 2026 |
| Burton Enright WelchWealth manager | 0.4% | $3.1M | 30,543 | +50.0% shares | Q2 2026 |
| Presilium Private Wealth, LLCWealth manager | 0.4% | $3.0M | 30,009 | — | Q3 2026 |
The 30 largest of 72 positions, by value. Each manager counts with its latest 13F (Q3 2026: 34, Q2 2026: 38). Screen VTES in the grand portfolio →
VTES stock trades by members of Congress
No member of Congress has disclosed a trade in VTES.
VTES questions and answers
Are insiders buying VTES stock?
No open-market insider purchases or sales of VTES were filed in the last 90 days.
Which hedge funds own VTES?
72 13F filers hold VTES among their 50 largest positions, worth $347.0M combined. The biggest bets by portfolio weight are Wescott Financial Advisory Group, LLC (5.8%), Gleason Group, Inc. (3.1%) and Hall Capital Management Co Inc (3.0%). In their latest 13Fs, 2 managers opened a new position and 22 added to one.
Has Congress traded VTES?
No member of Congress has disclosed a trade in VTES.
Who is the largest holder of VTES?
Among 13F filers, Wescott Financial Advisory Group, LLC reports the largest VTES position, $74.9M (739,648 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Wescott Financial Advisory Group, LLC's: 5.8% of its portfolio.
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