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 94 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
8,221
shares
|
$1.24 Million
0.6% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,021
shares
|
$905,919
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,576
shares
|
$838,964
0.73% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,248
shares
|
$789,614
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
|
$779,683
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,127
shares
|
$771,408
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,984
shares
|
$749,892
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,970
shares
|
$747,786
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
4,729
shares
|
$711,525
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,258
shares
|
$640,658
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,060
shares
|
$610,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
3,901
shares
|
$586,944
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,838
shares
|
$577,465
0.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,669
shares
|
$552,037
0.0% of portfolio
|
Q2 2025
Added 109.78%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,618
shares
|
$544,364
0.1% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$541,204
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$533,230
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,500
shares
|
$526,610
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,498
shares
|
$526,309
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,491
shares
|
$525,255
0.04% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,129
shares
|
$470,789
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,027
shares
|
$455,442
0.0% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,453
shares
|
$369,078
0.0% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,432
shares
|
$365,918
0.0% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,365
shares
|
$355,837
0.06% of portfolio
|
Q1 2022
Added 4.19%
|