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 90 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
185,121
shares
|
$25.7 Million
4.93% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
121,097
shares
|
$16.8 Million
4.05% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
116,160
shares
|
$16.1 Million
0.3% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
69,573
shares
|
$9.65 Million
6.24% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$9.44 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
52,069
shares
|
$7.22 Million
5.64% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
51,651
shares
|
$7.17 Million
0.15% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,781
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,042
shares
|
$3.61 Million
0.9% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
20,341
shares
|
$2.82 Million
0.36% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
19,420
shares
|
$2.69 Million
1.49% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,119
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,952
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,656
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
14,599
shares
|
$2.03 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
12,595
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
Added 110.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,080
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.66 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,647
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,835
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,662
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 95.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,010
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,698
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
8,125
shares
|
$1.13 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,940
shares
|
$962,855
0.0% of portfolio
|
Q1 2025
Added 0.73%
|