VANGUARD WELLINGTON FD SHORT TRM TAX EX is a security (CUSIP 921935870) tracked across SEC portfolio filings. 303 institutional managers reported $844.7M on Form 13F as of 2026-06-30.
Showing 15 of 303 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $134.4M | 1,329,333 |
| Wescott Financial Advisory Group, LLC | Philadelphia, PA | $74.9M | 739,648 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $38.3M | 378,943 |
| Gleason Group, Inc. | PROSPECT, KY | $31.7M | 312,892 |
| TIAA Wealth Investment Management LLC | New York, NY | $26.9M | 266,166 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $24.1M | 238,557 |
| SEEDS INVESTOR LLC | NEW YORK, NY | $19.7M | 194,104 |
| Corient Private Wealth LLC | Miami, FL | $17.2M | 170,641 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $15.6M | 154,387 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $11.7M | 115,283 |
| MORGAN STANLEY | NEW YORK, NY | $11.5M | 114,037 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $10.2M | 100,525 |
| Savant Capital, LLC | ROCKFORD, IL | $10.1M | 100,213 |
| Beacon Bank & Trust | Boston, MA | $9.7M | 96,154 |
| Beaird Harris Wealth Management, LLC | DALLAS, TX | $9.6M | 94,970 |