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 82 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$744,653
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,046
shares
|
$725,110
0.0% of portfolio
|
Q3 2024
Added 220.38%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,970
shares
|
$714,189
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,612
shares
|
$662,744
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,393
shares
|
$631,274
0.0% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
4,215
shares
|
$605,695
0.2% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,114
shares
|
$591,181
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,099
shares
|
$589,026
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
3,809
shares
|
$547,353
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
3,694
shares
|
$530,827
0.28% of portfolio
|
Q3 2024
Added 129.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$516,888
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$497,920
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$491,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,278
shares
|
$471,048
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,278
shares
|
$471,048
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
3,129
shares
|
$449,637
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,063
shares
|
$440,153
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,562
shares
|
$368,159
0.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,430
shares
|
$349,191
0.06% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,365
shares
|
$339,850
0.07% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,096
shares
|
$301,195
0.0% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,000
shares
|
$287,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
1,907
shares
|
$274,035
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,853
shares
|
$266,276
0.0% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,845
shares
|
$265,126
0.02% of portfolio
|
Q2 2024
Reduced 13.18%
|