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 93 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
180,284
shares
|
$25.8 Million
6.7% of portfolio
|
Q4 2024
Added 47.45%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
179,382
shares
|
$25.7 Million
5.15% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,696
shares
|
$16.1 Million
0.33% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
100,993
shares
|
$14.5 Million
3.53% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
85,799
shares
|
$12.3 Million
0.01% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
68,241
shares
|
$9.77 Million
6.51% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$9.75 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
49,042
shares
|
$7.02 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
42,056
shares
|
$6.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
30,691
shares
|
$4.4 Million
0.52% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,585
shares
|
$3.52 Million
0.91% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
19,712
shares
|
$2.82 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,555
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
19,089
shares
|
$2.73 Million
1.57% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
16,752
shares
|
$2.4 Million
0.28% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,881
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,839
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,041
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.72 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,805
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,443
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 92.19%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,162
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
8,006
shares
|
$1.15 Million
0.75% of portfolio
|
Q1 2024
Reduced 15.31%
|