Vanguard Wellington Fd (VTES) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Vanguard Wellington Fd (VTES) following the 2026 Q2 hedge fund 13F filings?

As of today, VTES has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VTES gained -0.4% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vanguard Wellington Fd (VTES)

276 + Investors. Track Smart Money conviction in VTES. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VTES

Based on 276 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added VTES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

276 hedge funds hold VTES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +84% more funds vs a year ago

fund count last 6Q

+126 new funds entered over the past year (+84% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 74% buying

182 buying65 selling

Last quarter: 182 funds were net buyers (53 opened a brand new position + 129 added to an existing one). Only 65 were sellers (48 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 51 → 30 → 55 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 42% entered in last year

■ 17% conviction (2yr+) ■ 42% medium ■ 42% new

Only 46 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

27 → 51 → 30 → 55 → 53 new funds/Q

New funds entering each quarter: 51 → 30 → 55 → 53. A growing number of institutions are discovering VTES each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 58% of holders entered in last year

■ 16% veterans ■ 25% 1-2yr ■ 58% new

Of 276 current holders: 161 (58%) entered in the past year, only 45 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

16 of 276 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	276	240	15.0%
13F Shares	8M	7M	10.22%
Total Value	$804M	$739M	8.82%
New Positions	53	55	-2
Increased Positions	129	115	+14
Closed Positions	17	17	-
Reduced Positions	48	35	+13
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

276

240

15.0%

13F Shares

10.22%

Total Value

$804M

$739M

8.82%

New Positions

-2

Increased Positions

129

115

+14

Closed Positions

Reduced Positions

+13

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

276 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTES. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VTES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wescott Financial Advisory Group, LLC	5.80%	739,648	$74.9M
2	Hall Capital Management Co Inc	3.01%	95,531	$9.7M
3	S.A. Mason LLC	2.88%	92,425	$9.4M
4	Gleason Group, Inc.	2.77%	312,892	$31.7M
5	Seeds Investor LLC	2.06%	198,242	$20.1M
6	Surience Private Wealth LLC	2.00%	22,493	$2.3M
7	Beacon Bank & Trust	1.88%	96,154	$9.7M
8	BlueChip Wealth Advisors LLC	1.74%	45,299	$4.6M
9	Winnacle Wealth LLC	1.46%	21,254	$2.2M
10	Altiora Financial Group, LLC	1.40%	87,674	$8.9M
11	Haven Private, LLC	1.33%	34,656	$3.5M
12	IF Advisors, LLC	1.29%	19,400	$2.0M
13	Hughes Financial Services, LLC	1.09%	81,423	$8.2M
14	Mayport, LLC	1.00%	63,855	$6.5M
15	Firestone Capital Management	0.96%	51,071	$5.2M
16	Genesis Private Wealth, LLC	0.96%	33,706	$3.4M
17	Sterling Financial Planning, Inc.	0.95%	34,648	$3.5M
18	Sound Portfolio Advisors, LLC	0.93%	12,872	$1.3M
19	MB Generational Wealth, LLC	0.91%	18,380	$1.9M
20	GEN Financial Management, INC.	0.87%	14,332	$1.5M
21	Sunesis Advisors, LLC	0.78%	18,511	$1.9M
22	URS Advisory LLC	0.75%	13,213	$1.3M
23	Eaton-Cambridge Inc.	0.72%	25,374	$2.6M
24	Aspire Private Capital, LLC	0.72%	34,356	$3.5M
25	Eclectic Associates Inc /Adv	0.71%	61,227	$6.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Vanguard Wellington Fd (VTES)

What does the Smart Money Trend signal show for VTES?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VTES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTES?

More buyers than sellers — 74% buying: Last quarter: 182 funds were net buyers (53 opened a brand new position + 129 added to an existing one). Only 65 were sellers (48 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTES holders?

Smaller funds dominant — 13% AUM from top-100: 16 of 276 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTES?

Mostly new holders — 42% entered in last year: Only 46 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Vanguard Wellington Fd (VTES) following the 2026 Q2 hedge fund 13F filings?

As of today, VTES has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VTES has gained -0.4% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Vanguard Wellington Fd (VTES)

Smart Money Signals — VTES

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +84% more funds vs a year ago

More buyers than sellers — 74% buying

Steady new buyers — ~53 new funds per quarter

Mostly new holders — 42% entered in last year

Growing discovery — still being found

Early stage — 58% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — VTES

Hedge Fund Ownership: VTES

Market Analysis: VTES

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VTES

Is It Too Late to Buy Vanguard Wellington Fd (VTES) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VTES

Statistics: VTES

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Wellington Fd (VTES)

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