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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
312
shares
|
$46,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
284
shares
|
$42,778
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
278
shares
|
$41,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
274
shares
|
$41,272
0.01% of portfolio
|
Q2 2025
Reduced 45.2%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
245
shares
|
$36,904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
214
shares
|
$32,234
0.0% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
213
shares
|
$32,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
207
shares
|
$31,180
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
204
shares
|
$30,728
0.0% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
181
shares
|
$27,264
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
129
shares
|
$19,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
117
shares
|
$17,623
0.0% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$15,063
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
96
shares
|
$14,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
56
shares
|
$8,435
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
55
shares
|
$8,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
35
shares
|
$5,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
34
shares
|
$5,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20
shares
|
$3,012
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
7
shares
|
$1,054
0.0% of portfolio
|
Q4 2022
Reduced 87.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$150
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|