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 82 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
178,887
shares
|
$25.7 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
122,269
shares
|
$17.6 Million
4.62% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
104,749
shares
|
$15.1 Million
0.34% of portfolio
|
Q3 2024
Added 64.25%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
99,953
shares
|
$14.4 Million
3.66% of portfolio
|
Q3 2024
Added 69.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
72,060
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 53.7%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$9.78 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
67,974
shares
|
$9.77 Million
6.67% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
42,556
shares
|
$6.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,691
shares
|
$4.41 Million
0.51% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
23,296
shares
|
$3.35 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
22,170
shares
|
$3.19 Million
0.19% of portfolio
|
Q3 2024
Added 131.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
20,758
shares
|
$2.98 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
18,598
shares
|
$2.67 Million
1.64% of portfolio
|
Q3 2024
Added 33.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,885
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
16,752
shares
|
$2.41 Million
0.28% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
14,224
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,935
shares
|
$2 Million
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.72 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,997
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,647
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,322
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
8,467
shares
|
$1.22 Million
0.78% of portfolio
|
Q3 2024
Added 205.12%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,338
shares
|
$1.2 Million
0.64% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,569
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,026
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|