3 institutions reported holding $438,951 of VANGUARD TRUSTEES EQUITY FD (VTRIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($312,951), Coston, McIsaac & Partners ($126,000), Financial Gravity Companies, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $312,951 | 6,674 | Hold |
| 2 | Coston, McIsaac & Partners | $126,000 | 2,689 | Hold |
| 3 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30