# VANGUARD WELLINGTON FD SHORT TRM TAX EX

VANGUARD WELLINGTON FD SHORT TRM TAX EX is a security (CUSIP 921935870) tracked across SEC portfolio filings. 303 institutional managers reported $857.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: VANGUARD WELLINGTON FD
- Class: SHORT TRM TAX EX
- CUSIP: 921935870
- 13F holders: 303
- 13F value: $857.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/105989) | Philadelphia, PA | $74.9M | 739,648 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $38.3M | 378,943 |
| [Gleason Group, Inc.](https://search.stillhousedata.com/firm/175104) | PROSPECT, KY | $31.7M | 312,892 |
| [TIAA Wealth Investment Management LLC](https://search.stillhousedata.com/firm/334925) | New York, NY | $26.9M | 266,166 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $24.1M | 238,557 |
| [SEEDS INVESTOR LLC](https://search.stillhousedata.com/firm/308909) | NEW YORK, NY | $19.7M | 194,104 |
| [Corient Private Wealth LLC](https://search.stillhousedata.com/firm/319448) | Miami, FL | $17.2M | 170,641 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $15.6M | 154,387 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | 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](https://search.stillhousedata.com/firm/107238) | DALLAS, TX | $9.6M | 94,970 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/921935870.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.