VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MERCER GLOBAL ADVISORS INC /ADV1,313,515$133,420
Wescott Financial Advisory Group, LLC668,567$67,910
Gleason Group, Inc.283,444$28,791
TIAA TRUST, NATIONAL ASSOCIATION281,168$28,560
BANK OF AMERICA CORP /DE/279,031$28,343
RAYMOND JAMES FINANCIAL INC273,615$27,792
Karpus Management, Inc.262,800$26,694
SEEDS INVESTOR LLC189,558$19,254
Bedel Financial Consulting, Inc.164,779$16,737
Corient Private Wealth LLC156,555$15,902
WELLS FARGO & COMPANY/MN140,189$14,240
Cetera Investment Advisers116,241$11,807
Savant Capital, LLC106,331$10,801
Beaird Harris Wealth Management, LLC101,454$10,305
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC97,868$9,960
Stonebridge Capital Advisors LLC91,915$9,336
Beacon Bank & Trust90,511$9,194
COMMONWEALTH EQUITY SERVICES, LLC87,640$8,902
Beacon Pointe Advisors, LLC85,411$8,676
TRUIST FINANCIAL CORP81,233$8,251
GOLDMAN SACHS GROUP INC77,581$7,880
Capital Investment Services of America, Inc.76,420$7,762
Hughes Financial Services, LLC72,147$7,328
ENVESTNET ASSET MANAGEMENT INC70,418$7,153
JONES FINANCIAL COMPANIES LLLP67,354$6,841
Firestone Capital Management54,692$5,555
LPL Financial LLC52,133$5,295
Topsail Wealth Management, LLC51,105$5,191
Apella Capital, LLC50,462$5,126
MGO Private Wealth, LLC49,226$5,000
ECLECTIC ASSOCIATES INC /ADV48,974$4,975
Ashton Thomas Private Wealth, LLC46,449$4,718
Altiora Financial Group, LLC44,151$4,485
Dakota Wealth Management44,079$4,477
MAYPORT, LLC41,337$4,199
IF Advisors, LLC40,000$4,063
TCI Wealth Advisors, Inc.39,649$4,027
OSAIC HOLDINGS, INC.39,441$4,007
UBS Group AG39,372$3,999
Private Advisor Group, LLC36,036$3,660
Financial Engines Advisors L.L.C.33,344$3,387
Haven Private, LLC32,724$3,324
Sterling Financial Planning, Inc.31,810$3,231
GENESIS PRIVATE WEALTH, LLC30,810$3,130
BlueChip Wealth Advisors LLC30,426$3,091
STIFEL FINANCIAL CORP29,881$3,035
GenTrust, LLC28,463$2,891
Aspire Private Capital, LLC27,562$2,800
MORGAN STANLEY26,927$2,735
S.A. Mason LLC26,606$2,703
Burton Enright Welch25,989$2,640
Evanson Asset Management, LLC25,468$2,587
Haverford Trust Co24,550$2,494
Clearstead Advisors, LLC24,180$2,456
BROWN WEALTH MANAGEMENT, LLC23,310$2,368
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,195$2,356
Atria Investments, Inc21,985$2,233
Silver Oak Advisory Group, Inc.21,942$2
Frankly Finances, LLC21,268$2,160
ROYAL BANK OF CANADA21,082$2,141
JACOBSON & SCHMITT ADVISORS, LLC20,767$2,109
HB Wealth Management, LLC20,341$2,066
Eaton-Cambridge Inc.20,104$2,042
Diversified Portfolios, Inc.19,904$2,022
DAYMARK WEALTH PARTNERS, LLC19,259$1,956
Allodium Investment Consultants, LLC19,036$1,934
Passive Capital Management, LLC.18,639$1,893
CITADEL ADVISORS LLC18,399$1,869
Choate Investment Advisors17,815$1,810
Modern Wealth Management, LLC17,468$1,774
Whitegate Investment Counselors, Inc.17,380$1,765
Avior Wealth Management, LLC16,935$1,720
Farther Finance Advisors, LLC16,296$1,655
BROWN ADVISORY INC16,146$1,640
EverSource Wealth Advisors, LLC15,728$1,598
NewEdge Advisors, LLC15,010$1,525
Single Point Partners, LLC14,537$1,477
Laurel Wealth Advisors LLC14,483$1,471
CARDIFF PARK ADVISORS, LLC14,115$1,434
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors13,965$1,419
Pathstone Holdings, LLC13,940$1,416
SRS Capital Advisors, Inc.13,925$1,414
OneDigital Investment Advisors LLC13,916$1,414
Integrity Investment Advisors, LLC13,785$1,400
BURNEY CO/12,251$1,244
SwitchPoint Financial Planning, LLC11,850$1,204
FLAGSHIP HARBOR ADVISORS, LLC11,156$1,133
Janney Montgomery Scott LLC11,025$1
Ballast Rock Private Wealth LLC10,969$1,114
BLAIR WILLIAM & CO/IL10,854$1,103
Alhambra Investment Partners LLC10,800$1,097
KING LUTHER CAPITAL MANAGEMENT CORP10,790$1,096
Sunesis Advisors, LLC10,674$1,084
Planning Center, Inc.10,664$1,083
TAGStone Capital, Inc.10,373$1,054
Tribridge Partners Financial LLC10,163$1,032
Pillar Financial Advisors, LLC9,698$985
Waverly Advisors, LLC9,543$969
Rothschild Wealth LLC9,357$950
Cambridge Investment Research Advisors, Inc.9,295$1
140 other institutions522,496$51,028
Total (240 institutions)7,538,224$759,382