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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,365
shares
|
$356,239
0.06% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,309
shares
|
$347,804
0.03% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,295
shares
|
$345,695
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,224
shares
|
$335,001
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,096
shares
|
$315,720
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$301,260
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
1,952
shares
|
$294,029
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,750
shares
|
$263,602
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,742
shares
|
$262,397
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,594
shares
|
$240,104
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,544
shares
|
$232,572
0.14% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,489
shares
|
$224,288
0.1% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
1,456
shares
|
$219,317
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,354
shares
|
$203,953
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
900
shares
|
$135,567
0.01% of portfolio
|
Q3 2020
Reduced 16.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
735
shares
|
$110,713
0.0% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
695
shares
|
$104,687
0.0% of portfolio
|
Q3 2025
Added 73.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
618
shares
|
$93,089
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
600
shares
|
$90,378
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
594
shares
|
$89,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
561
shares
|
$84,503
0.01% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
450
shares
|
$67,783
0.05% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
442
shares
|
$66,578
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
372
shares
|
$56,034
0.0% of portfolio
|
Q2 2025
Reduced 65.23%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
350
shares
|
$52,720
0.0% of portfolio
|
Q1 2024
New holding
|