Institutional Ownership Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
187,483
shares
|
$28.2 Million
4.85% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
122,887
shares
|
$18.5 Million
0.3% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
113,915
shares
|
$17.2 Million
0.28% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
90,700
shares
|
$13.7 Million
2.86% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
68,961
shares
|
$10.4 Million
6.82% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$10.3 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
55,131
shares
|
$8.3 Million
5.94% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
37,687
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,270
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2025
Added 164.7%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
26,999
shares
|
$4.07 Million
0.92% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
22,251
shares
|
$3.35 Million
0.38% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
18,498
shares
|
$2.79 Million
1.48% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
14,926
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
14,452
shares
|
$2.18 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
14,176
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
12,989
shares
|
$1.96 Million
0.19% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
12,119
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.81 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,852
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,647
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
10,064
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2025
Added 74.75%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
9,831
shares
|
$1.48 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,035
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,609
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 217.44%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
8,221
shares
|
$1.24 Million
0.6% of portfolio
|
Q2 2025
Added 1.18%
|