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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,021
shares
|
$906,943
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,576
shares
|
$839,912
0.73% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,408
shares
|
$814,607
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,248
shares
|
$790,506
0.0% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$780,564
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,984
shares
|
$750,739
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,970
shares
|
$748,631
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
4,729
shares
|
$712,329
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,269
shares
|
$643,039
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,101
shares
|
$617,733
0.05% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,060
shares
|
$611,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,024
shares
|
$606,135
0.03% of portfolio
|
Q3 2025
Reduced 63.4%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
3,901
shares
|
$587,607
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,838
shares
|
$578,117
0.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,679
shares
|
$554,167
0.1% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,669
shares
|
$552,661
0.0% of portfolio
|
Q2 2025
Added 109.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$541,816
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$533,832
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,500
shares
|
$527,205
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,498
shares
|
$526,903
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,129
shares
|
$471,321
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,027
shares
|
$455,957
0.0% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
2,866
shares
|
$431,705
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,453
shares
|
$369,495
0.0% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,432
shares
|
$366,332
0.0% of portfolio
|
Q2 2025
Reduced 26.17%
|