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 76 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
182,552
shares
|
$26.1 Million
5.09% of portfolio
|
Q2 2024
Added 1.15%
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
127,162
shares
|
$18.2 Million
4.85% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
72,716
shares
|
$10.4 Million
0.5% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
70,612
shares
|
$10.1 Million
7.08% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
67,379
shares
|
$9.64 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
63,773
shares
|
$9.12 Million
0.22% of portfolio
|
Q2 2024
Added 4.73%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
59,046
shares
|
$8.45 Million
2.25% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
46,884
shares
|
$6.71 Million
0.0% of portfolio
|
Q2 2024
Added 14.09%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
42,775
shares
|
$6.12 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
30,691
shares
|
$4.39 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
24,014
shares
|
$3.43 Million
0.91% of portfolio
|
Q2 2024
Added 0.81%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
22,334
shares
|
$3.19 Million
0.39% of portfolio
|
Q2 2024
Added 11.98%
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
16,752
shares
|
$2.4 Million
0.27% of portfolio
|
Q2 2024
Added 3.12%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
15,696
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2024
Added 7.74%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
14,202
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 18, 2024 Q2 2024 |
13,977
shares
|
$2 Million
1.27% of portfolio
|
Q2 2024
Added 53.97%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
13,564
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2024
Added 1.17%
|
|
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 |
Aug 13, 2024 Q2 2024 |
11,914
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
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%
|
|
Royal Fund Management, LLC
|
Jul 18, 2024 Q2 2024 |
9,590
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
9,305
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Added 1.14%
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
8,326
shares
|
$1.19 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
7,337
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,089
shares
|
$870,909
0.0% of portfolio
|
Q2 2024
Added 86.66%
|