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 90 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
6,396
shares
|
$887,381
0.84% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,759
shares
|
$799,003
0.07% of portfolio
|
Q1 2025
Added 39.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,200
shares
|
$721,448
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$718,950
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,970
shares
|
$689,537
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,957
shares
|
$687,734
0.0% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
4,612
shares
|
$639,868
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
4,244
shares
|
$588,812
0.18% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,099
shares
|
$568,695
0.0% of portfolio
|
Q1 2025
Reduced 79.04%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,887
shares
|
$539,282
0.28% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,849
shares
|
$534,010
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,754
shares
|
$520,829
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,657
shares
|
$507,372
0.0% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
3,615
shares
|
$501,545
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$499,047
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$491,694
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,500
shares
|
$485,590
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,498
shares
|
$485,312
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,294
shares
|
$457,009
0.0% of portfolio
|
Q1 2025
Added 140.09%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,129
shares
|
$434,117
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,086
shares
|
$428,151
0.04% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,747
shares
|
$381,118
0.04% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,712
shares
|
$376,262
0.0% of portfolio
|
Q1 2025
Added 1744.9%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,365
shares
|
$328,120
0.07% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,224
shares
|
$308,557
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|