VTES

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$100.64

-0.00 (-0.00%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding VTES · 2026-Q1 methodology → sources →

277 holders

FUNDVANGUARD WELLINGTON FDA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

8,057,895

Reporting holders

277

% of shares outstanding is not shown for VTES: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register94.7%264 active filers

Index / screened out5.3%13 filers

Reporting holders2772026-Q1

Top-10 concentration48.1%

HHI0.0455

Effective holders22.0

Crowding percentile—

Crowding percentile withheld — no market cap for VTES in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 277 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	1,329,3331.3M	$134M	—	—
2	Wescott Financial Advisory Group, LLC	725,519725,519	$73M	—	ADD 9%
3	BANK OF AMERICA CORP /DE/	378,943378,943	$38M	—	ADD 36%
4	Gleason Group, Inc.	299,562299,562	$30M	—	ADD 6%
5	TIAA Wealth Investment Management LLC	266,166266,166	$27M	—	NEW
6	RAYMOND JAMES FINANCIAL INC	238,557238,557	$24M	—	TRIM -13%
7	SEEDS INVESTOR LLC	194,104194,104	$20M	—	ADD 2%
8	Corient Private Wealth LLC	170,641170,641	$17M	—	TRIM -46%
9	WELLS FARGO & COMPANY/MN	154,387154,387	$16M	—	ADD 10%
10	Cetera Investment Advisers	115,283115,283	$12M	—	—
11	MORGAN STANLEY	114,037114,037	$12M	—	ADD 324%
12	Savant Capital, LLC	100,213100,213	$10M	—	TRIM -6%
13	Beaird Harris Wealth Management, LLC	98,90498,904	$10M	—	TRIM -3%
14	TRUIST FINANCIAL CORP	95,62895,628	$10M	—	ADD 18%
15	Beacon Bank & Trust	94,22894,228	$10M	—	ADD 4%
16	ENVESTNET ASSET MANAGEMENT INC	92,33892,338	$9M	—	ADD 31%
17	Stonebridge Capital Advisors LLC	90,00690,006	$9M	—	TRIM -2%
18	COMMONWEALTH EQUITY SERVICES, LLC	85,53585,535	$9M	—	TRIM -2%
19	Beacon Pointe Advisors, LLC	83,78783,787	$8M	—	—
20	Capital Investment Services of America, Inc.	76,32076,320	$8M	—	—
21	Hughes Financial Services, LLC	75,61275,612	$8M	—	ADD 5%
22	LPL Financial LLC	75,55775,557	$8M	—	ADD 45%
23	JONES FINANCIAL COMPANIES LLLP	75,36175,361	$8M	—	ADD 12%
24	Altiora Financial Group, LLC	74,51474,514	$8M	—	ADD 69%
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66,14366,143	$7M	—	TRIM -32%
26	Apella Capital, LLC	65,50465,504	$7M	—	ADD 30%
27	MAYPORT, LLC	62,00662,006	$6M	—	ADD 50%
28	GenTrust, LLC	60,56260,562	$6M	—	ADD 113%
29	Firestone Capital Management	58,63458,634	$6M	—	ADD 7%
30	Haverford Trust Co	55,17955,179	$6M	—	ADD 125%
31	S.A. Mason LLC	52,87052,870	$5M	—	ADD 99%
32	ECLECTIC ASSOCIATES INC /ADV	51,14751,147	$5M	—	ADD 4%
33	Topsail Wealth Management, LLC	51,10751,107	$5M	—	—
34	RW Investment Management LLC	48,27748,277	$5M	—	NEW
35	Ashton Thomas Private Wealth, LLC	47,49647,496	$5M	—	ADD 2%
36	First Affirmative Financial Network	46,94546,945	$5M	—	NEW
37	UBS Group AG	45,33945,339	$5M	—	ADD 15%
38	IF Advisors, LLC	44,50044,500	$5M	—	ADD 11%
39	Dakota Wealth Management	42,27942,279	$4M	—	TRIM -4%
40	Sanchez Levi Garrett	40,22740,227	$4M	—	NEW
41	BlueChip Wealth Advisors LLC	40,09140,091	$4M	—	ADD 32%
42	TCI Wealth Advisors, Inc.	38,66738,667	$4M	—	TRIM -2%
43	Clearstead Advisors, LLC	37,87037,870	$4M	—	ADD 57%
44	Haven Private, LLC	37,45337,453	$4M	—	ADD 14%
45	Private Advisor Group, LLC	36,92636,926	$4M	—	ADD 2%
46	Mariner, LLC	36,49936,499	$4M	—	ADD 565%
47	ROYAL BANK OF CANADA	36,37436,374	$4M	—	ADD 73%
48	Karpus Management, Inc.	34,95034,950	$4M	—	TRIM -87%
49	Bedel Financial Consulting, Inc.	34,80734,807	$4M	—	TRIM -79%
50	Financial Engines Advisors L.L.C.	33,54433,544	$3M	—	—
51	Sterling Financial Planning, Inc.	32,97632,976	$3M	—	ADD 4%
52	Farther Finance Advisors, LLC	31,27631,276	$3M	—	ADD 92%
53	GENESIS PRIVATE WEALTH, LLC	30,78930,789	$3M	—	—
54	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,79429,794	$3M	—	ADD 407%
55	GOLDMAN SACHS GROUP INC	29,43029,430	$3M	—	TRIM -62%
56	Aspire Private Capital, LLC	29,02829,028	$3M	—	ADD 5%
57	OSAIC HOLDINGS, INC.	27,55427,554	$3M	—	TRIM -30%
58	Evanson Asset Management, LLC	27,20927,209	$3M	—	ADD 7%
59	Atria Investments, Inc	26,83926,839	$3M	—	ADD 22%
60	Ausdal Financial Partners, Inc.	26,14826,148	$3M	—	NEW
61	BROWN WEALTH MANAGEMENT, LLC	24,82424,824	$3M	—	ADD 6%
62	SURIENCE PRIVATE WEALTH LLC	24,41524,415	$2M	—	ADD 628%
63	Passive Capital Management, LLC.	24,22524,225	$2M	—	ADD 30%
64	Silver Oak Advisory Group, Inc.	23,86623,866	$2M	—	ADD 9%
65	Eaton-Cambridge Inc.	23,65923,659	$2M	—	ADD 18%
66	DAYMARK WEALTH PARTNERS, LLC	22,26822,268	$2M	—	ADD 16%
67	Pillar Financial Advisors, LLC	22,15222,152	$2M	—	ADD 128%
68	Frankly Finances, LLC	21,40121,401	$2M	—	—
69	HB Wealth Management, LLC	21,37721,377	$2M	—	ADD 5%
70	STIFEL FINANCIAL CORP	20,96920,969	$2M	—	TRIM -30%
71	JACOBSON & SCHMITT ADVISORS, LLC	20,37520,375	$2M	—	—
72	Avior Wealth Management, LLC	20,37020,370	$2M	—	ADD 20%
73	Burton Enright Welch	20,35720,357	$2M	—	TRIM -22%
74	Diversified Portfolios, Inc.	19,83019,830	$2M	—	—
75	Focus Partners Advisor Solutions, LLC	19,80619,806	$2M	—	NEW
76	Integrity Investment Advisors, LLC	19,75919,759	$2M	—	ADD 43%
77	Allodium Investment Consultants, LLC	19,59219,592	$2M	—	ADD 3%
78	Integrated Wealth Concepts LLC	19,54919,549	$2M	—	NEW
79	Choate Investment Advisors	19,09119,091	$2M	—	ADD 7%
80	Laurel Wealth Advisors LLC	17,78817,788	$2M	—	ADD 23%
81	Whitegate Investment Counselors, Inc.	17,38017,380	$2M	—	—
82	BROWN ADVISORY INC	17,13317,133	$2M	—	ADD 6%
83	WINNOW WEALTH LLC	16,24616,246	$2M	—	NEW
84	Single Point Partners, LLC	15,55715,557	$2M	—	ADD 7%
85	Arax Advisory Partners	15,54315,543	$2M	—	ADD 12%
86	AQR CAPITAL MANAGEMENT LLC	14,72414,724	$1M	—	NEW
87	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	14,50714,507	$1M	—	ADD 4%
88	OneDigital Investment Advisors LLC	13,96713,967	$1M	—	—
89	Pathstone Holdings, LLC	13,94013,940	$1M	—	—
90	CARDIFF PARK ADVISORS, LLC	13,82813,828	$1M	—	TRIM -2%
91	GEN Financial Management, INC.	13,82113,821	$1M	—	NEW
92	EAGLE ROCK INVESTMENT COMPANY, LLC	13,52913,529	$1M	—	ADD 104%
93	Waverly Advisors, LLC	13,14313,143	$1M	—	ADD 38%
94	SwitchPoint Financial Planning, LLC	12,44812,448	$1M	—	ADD 5%
95	FLAGSHIP HARBOR ADVISORS, LLC	12,02312,023	$1M	—	ADD 8%
96	Signal Advisors Wealth, LLC	11,88811,888	$1M	—	NEW
97	Tribridge Partners Financial LLC	11,45011,450	$1M	—	ADD 13%
98	Quantinno Capital Management LP	11,41611,416	$1M	—	ADD 52%
99	Per Stirling Capital Management, LLC.	11,10311,103	$1M	—	ADD 22%
100	Janney Montgomery Scott LLC	11,02511,025	$1M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 182 bought / 63 sold · net +369,676 shares · 2.1d of ADV

Bought182 filers

Shares: 1,478,640
Value: $150M
Opened: 51 · 659,017 sh
Days of ADV: 8.4d

Sold63 filers

Shares: 1,108,964
Value: $112M
Closed: 13 · 110,811 sh
Days of ADV: 6.3d

Net (all filers) +369,676 sh · $37M · 4.8% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

40K

33K

1.3M

1.4M

1.3M

$134M

Wescott Financial Advisory Group, LLC

632K

647K

637K

636K

669K

726K

$73M

BANK OF AMERICA CORP /DE/

143K

160K

221K

260K

279K

379K

$38M

Gleason Group, Inc.

47K

306K

304K

283K

300K

$30M

TIAA Wealth Investment Management LLC

—

266K

$27M

RAYMOND JAMES FINANCIAL INC

57K

72K

82K

142K

274K

239K

$24M

SEEDS INVESTOR LLC

98K

127K

165K

183K

190K

194K

$20M

Corient Private Wealth LLC

13K

181K

162K

163K

313K

171K

$17M

WELLS FARGO & COMPANY/MN

50K

76K

103K

140K

154K

$16M

Cetera Investment Advisers

27K

70K

103K

118K

116K

115K

$12M

MORGAN STANLEY

826

27K

114K

$12M

Savant Capital, LLC

—

24K

40K

94K

106K

100K

$10M

Beaird Harris Wealth Management, LLC

130K

115K

106K

108K

101K

99K

$10M

TRUIST FINANCIAL CORP

26K

44K

81K

96K

$10M

Beacon Bank & Trust

18K

25K

82K

91K

94K

$10M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	277	8,057,895	—	$815M
2025-Q4	239	7,688,219	—	$781M
2025-Q3	206	6,687,793	—	$682M
2025-Q2	188	5,774,750	—	$583M
2025-Q1	155	3,422,931	—	$344M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding VTES · 2026-Q1 methodology → sources →

277 holders

% of shares outstanding held

—

Shares held (13F)

8,057,895

Reporting holders

277

Active share of register94.7%264 active filers

Index / screened out5.3%13 filers

Reporting holders2772026-Q1

Top-10 concentration48.1%

HHI0.0455

Effective holders22.0

Crowding percentile—

Crowding percentile withheld — no market cap for VTES in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 277 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	1,329,3331.3M	$134M	—	—
2	Wescott Financial Advisory Group, LLC	725,519725,519	$73M	—	ADD 9%
3	BANK OF AMERICA CORP /DE/	378,943378,943	$38M	—	ADD 36%
4	Gleason Group, Inc.	299,562299,562	$30M	—	ADD 6%
5	TIAA Wealth Investment Management LLC	266,166266,166	$27M	—	NEW
6	RAYMOND JAMES FINANCIAL INC	238,557238,557	$24M	—	TRIM -13%
7	SEEDS INVESTOR LLC	194,104194,104	$20M	—	ADD 2%
8	Corient Private Wealth LLC	170,641170,641	$17M	—	TRIM -46%
9	WELLS FARGO & COMPANY/MN	154,387154,387	$16M	—	ADD 10%
10	Cetera Investment Advisers	115,283115,283	$12M	—	—
11	MORGAN STANLEY	114,037114,037	$12M	—	ADD 324%
12	Savant Capital, LLC	100,213100,213	$10M	—	TRIM -6%
13	Beaird Harris Wealth Management, LLC	98,90498,904	$10M	—	TRIM -3%
14	TRUIST FINANCIAL CORP	95,62895,628	$10M	—	ADD 18%
15	Beacon Bank & Trust	94,22894,228	$10M	—	ADD 4%
16	ENVESTNET ASSET MANAGEMENT INC	92,33892,338	$9M	—	ADD 31%
17	Stonebridge Capital Advisors LLC	90,00690,006	$9M	—	TRIM -2%
18	COMMONWEALTH EQUITY SERVICES, LLC	85,53585,535	$9M	—	TRIM -2%
19	Beacon Pointe Advisors, LLC	83,78783,787	$8M	—	—
20	Capital Investment Services of America, Inc.	76,32076,320	$8M	—	—
21	Hughes Financial Services, LLC	75,61275,612	$8M	—	ADD 5%
22	LPL Financial LLC	75,55775,557	$8M	—	ADD 45%
23	JONES FINANCIAL COMPANIES LLLP	75,36175,361	$8M	—	ADD 12%
24	Altiora Financial Group, LLC	74,51474,514	$8M	—	ADD 69%
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66,14366,143	$7M	—	TRIM -32%
26	Apella Capital, LLC	65,50465,504	$7M	—	ADD 30%
27	MAYPORT, LLC	62,00662,006	$6M	—	ADD 50%
28	GenTrust, LLC	60,56260,562	$6M	—	ADD 113%
29	Firestone Capital Management	58,63458,634	$6M	—	ADD 7%
30	Haverford Trust Co	55,17955,179	$6M	—	ADD 125%
31	S.A. Mason LLC	52,87052,870	$5M	—	ADD 99%
32	ECLECTIC ASSOCIATES INC /ADV	51,14751,147	$5M	—	ADD 4%
33	Topsail Wealth Management, LLC	51,10751,107	$5M	—	—
34	RW Investment Management LLC	48,27748,277	$5M	—	NEW
35	Ashton Thomas Private Wealth, LLC	47,49647,496	$5M	—	ADD 2%
36	First Affirmative Financial Network	46,94546,945	$5M	—	NEW
37	UBS Group AG	45,33945,339	$5M	—	ADD 15%
38	IF Advisors, LLC	44,50044,500	$5M	—	ADD 11%
39	Dakota Wealth Management	42,27942,279	$4M	—	TRIM -4%
40	Sanchez Levi Garrett	40,22740,227	$4M	—	NEW
41	BlueChip Wealth Advisors LLC	40,09140,091	$4M	—	ADD 32%
42	TCI Wealth Advisors, Inc.	38,66738,667	$4M	—	TRIM -2%
43	Clearstead Advisors, LLC	37,87037,870	$4M	—	ADD 57%
44	Haven Private, LLC	37,45337,453	$4M	—	ADD 14%
45	Private Advisor Group, LLC	36,92636,926	$4M	—	ADD 2%
46	Mariner, LLC	36,49936,499	$4M	—	ADD 565%
47	ROYAL BANK OF CANADA	36,37436,374	$4M	—	ADD 73%
48	Karpus Management, Inc.	34,95034,950	$4M	—	TRIM -87%
49	Bedel Financial Consulting, Inc.	34,80734,807	$4M	—	TRIM -79%
50	Financial Engines Advisors L.L.C.	33,54433,544	$3M	—	—
51	Sterling Financial Planning, Inc.	32,97632,976	$3M	—	ADD 4%
52	Farther Finance Advisors, LLC	31,27631,276	$3M	—	ADD 92%
53	GENESIS PRIVATE WEALTH, LLC	30,78930,789	$3M	—	—
54	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,79429,794	$3M	—	ADD 407%
55	GOLDMAN SACHS GROUP INC	29,43029,430	$3M	—	TRIM -62%
56	Aspire Private Capital, LLC	29,02829,028	$3M	—	ADD 5%
57	OSAIC HOLDINGS, INC.	27,55427,554	$3M	—	TRIM -30%
58	Evanson Asset Management, LLC	27,20927,209	$3M	—	ADD 7%
59	Atria Investments, Inc	26,83926,839	$3M	—	ADD 22%
60	Ausdal Financial Partners, Inc.	26,14826,148	$3M	—	NEW
61	BROWN WEALTH MANAGEMENT, LLC	24,82424,824	$3M	—	ADD 6%
62	SURIENCE PRIVATE WEALTH LLC	24,41524,415	$2M	—	ADD 628%
63	Passive Capital Management, LLC.	24,22524,225	$2M	—	ADD 30%
64	Silver Oak Advisory Group, Inc.	23,86623,866	$2M	—	ADD 9%
65	Eaton-Cambridge Inc.	23,65923,659	$2M	—	ADD 18%
66	DAYMARK WEALTH PARTNERS, LLC	22,26822,268	$2M	—	ADD 16%
67	Pillar Financial Advisors, LLC	22,15222,152	$2M	—	ADD 128%
68	Frankly Finances, LLC	21,40121,401	$2M	—	—
69	HB Wealth Management, LLC	21,37721,377	$2M	—	ADD 5%
70	STIFEL FINANCIAL CORP	20,96920,969	$2M	—	TRIM -30%
71	JACOBSON & SCHMITT ADVISORS, LLC	20,37520,375	$2M	—	—
72	Avior Wealth Management, LLC	20,37020,370	$2M	—	ADD 20%
73	Burton Enright Welch	20,35720,357	$2M	—	TRIM -22%
74	Diversified Portfolios, Inc.	19,83019,830	$2M	—	—
75	Focus Partners Advisor Solutions, LLC	19,80619,806	$2M	—	NEW
76	Integrity Investment Advisors, LLC	19,75919,759	$2M	—	ADD 43%
77	Allodium Investment Consultants, LLC	19,59219,592	$2M	—	ADD 3%
78	Integrated Wealth Concepts LLC	19,54919,549	$2M	—	NEW
79	Choate Investment Advisors	19,09119,091	$2M	—	ADD 7%
80	Laurel Wealth Advisors LLC	17,78817,788	$2M	—	ADD 23%
81	Whitegate Investment Counselors, Inc.	17,38017,380	$2M	—	—
82	BROWN ADVISORY INC	17,13317,133	$2M	—	ADD 6%
83	WINNOW WEALTH LLC	16,24616,246	$2M	—	NEW
84	Single Point Partners, LLC	15,55715,557	$2M	—	ADD 7%
85	Arax Advisory Partners	15,54315,543	$2M	—	ADD 12%
86	AQR CAPITAL MANAGEMENT LLC	14,72414,724	$1M	—	NEW
87	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	14,50714,507	$1M	—	ADD 4%
88	OneDigital Investment Advisors LLC	13,96713,967	$1M	—	—
89	Pathstone Holdings, LLC	13,94013,940	$1M	—	—
90	CARDIFF PARK ADVISORS, LLC	13,82813,828	$1M	—	TRIM -2%
91	GEN Financial Management, INC.	13,82113,821	$1M	—	NEW
92	EAGLE ROCK INVESTMENT COMPANY, LLC	13,52913,529	$1M	—	ADD 104%
93	Waverly Advisors, LLC	13,14313,143	$1M	—	ADD 38%
94	SwitchPoint Financial Planning, LLC	12,44812,448	$1M	—	ADD 5%
95	FLAGSHIP HARBOR ADVISORS, LLC	12,02312,023	$1M	—	ADD 8%
96	Signal Advisors Wealth, LLC	11,88811,888	$1M	—	NEW
97	Tribridge Partners Financial LLC	11,45011,450	$1M	—	ADD 13%
98	Quantinno Capital Management LP	11,41611,416	$1M	—	ADD 52%
99	Per Stirling Capital Management, LLC.	11,10311,103	$1M	—	ADD 22%
100	Janney Montgomery Scott LLC	11,02511,025	$1M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 182 bought / 63 sold · net +369,676 shares · 2.1d of ADV

Bought182 filers

Shares: 1,478,640
Value: $150M
Opened: 51 · 659,017 sh
Days of ADV: 8.4d

Sold63 filers

Shares: 1,108,964
Value: $112M
Closed: 13 · 110,811 sh
Days of ADV: 6.3d

Net (all filers) +369,676 sh · $37M · 4.8% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

40K

33K

1.3M

1.4M

1.3M

$134M

Wescott Financial Advisory Group, LLC

632K

647K

637K

636K

669K

726K

$73M

BANK OF AMERICA CORP /DE/

143K

160K

221K

260K

279K

379K

$38M

Gleason Group, Inc.

47K

306K

304K

283K

300K

$30M

TIAA Wealth Investment Management LLC

—

266K

$27M

RAYMOND JAMES FINANCIAL INC

57K

72K

82K

142K

274K

239K

$24M

SEEDS INVESTOR LLC

98K

127K

165K

183K

190K

194K

$20M

Corient Private Wealth LLC

13K

181K

162K

163K

313K

171K

$17M

WELLS FARGO & COMPANY/MN

50K

76K

103K

140K

154K

$16M

Cetera Investment Advisers

27K

70K

103K

118K

116K

115K

$12M

MORGAN STANLEY

826

27K

114K

$12M

Savant Capital, LLC

—

24K

40K

94K

106K

100K

$10M

Beaird Harris Wealth Management, LLC

130K

115K

106K

108K

101K

99K

$10M

TRUIST FINANCIAL CORP

26K

44K

81K

96K

$10M

Beacon Bank & Trust

18K

25K

82K

91K

94K

$10M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	277	8,057,895	—	$815M
2025-Q4	239	7,688,219	—	$781M
2025-Q3	206	6,687,793	—	$682M
2025-Q2	188	5,774,750	—	$583M
2025-Q1	155	3,422,931	—	$344M

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13F

VTES☆

Institutional ownership· 13F filers holding VTES · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding VTES · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

VTES