Purchases and Sales Made in Q1 2025 in Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
20.1K+ 19.91% |
$2.65M - $2.97M
|
121K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 2560.65% |
$2.3M - $2.58M
|
18.1K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7KNew |
$1.93M - $2.17M
|
14.7K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.6K+ 22.81% |
$1.26M - $1.42M
|
51.7K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.61K+ 110.58% |
$872K - $978K
|
12.6K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.74K+ 3.2% |
$756K - $849K
|
185K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.71K+ 95.07% |
$621K - $696K
|
9.66K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 3.07% |
$457K - $512K
|
116K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.03K+ 6.17% |
$399K - $448K
|
52.1K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57K+ 1744.9% |
$338K - $379K
|
2.71K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$285K - $319K
|
2.16K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.92K+ 140.09% |
$253K - $284K
|
3.29K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.84KNew |
$242K - $272K
|
1.84K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.63K+ 39.44% |
$215K - $241K
|
5.76K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 5.93% |
$192K - $215K
|
26K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 1.95% |
$176K - $197K
|
69.6K
$9.65M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.07K+ 7.72% |
$141K - $158K
|
15K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 40.6% |
$139K - $156K
|
3.66K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
663+ 162.9% |
$87.4K - $98K
|
1.07K
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
629+ 3.19% |
$82.9K - $93K
|
20.3K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
559+ 12.71% |
$73.7K - $82.7K
|
4.96K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
459+ 17.47% |
$60.5K - $67.9K
|
3.09K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
331+ 1.73% |
$43.6K - $48.9K
|
19.4K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213+ 8.41% |
$28.1K - $31.5K
|
2.75K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
205+ 2.33% |
$27K - $30.3K
|
9.01K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$12.7K - $14.2K
|
96
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87+ 1.7% |
$11.5K - $12.9K
|
5.2K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73+ 1.98% |
$9.62K - $10.8K
|
3.75K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50+ 0.73% |
$6.59K - $7.39K
|
6.94K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39+ 0.32% |
$5.14K - $5.77K
|
12.1K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39New |
$5.14K - $5.77K
|
39
$5.41K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 1.01% |
$4.61K - $5.18K
|
3.5K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$1.85K - $2.07K
|
4.24K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$132 - $148
|
206
$28.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.45% |
$1.32K - $1.48K
|
2.22K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-27- 0.74% |
$3.56K - $3.99K
|
3.62K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-32- 2.06% |
$4.22K - $4.73K
|
1.52K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37- 0.45% |
$4.88K - $5.47K
|
8.13K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-49- 7.35% |
$6.46K - $7.25K
|
618
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 8.13% |
$7.12K - $7.98K
|
610
$84.6K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-60- 3.78% |
$7.91K - $8.87K
|
1.53K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-107- 1.22% |
$14.1K - $15.8K
|
8.7K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-108- 5.83% |
$14.2K - $16K
|
1.75K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 7.39% |
$17.1K - $19.2K
|
1.63K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-145- 72.5% |
$19.1K - $21.4K
|
55
$7.63K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-278- 6.74% |
$36.6K - $41.1K
|
3.85K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 16.89% |
$46.7K - $52.3K
|
1.74K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 34.67% |
$51.4K - $57.7K
|
735
$102K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.61K- 20.11% |
$212K - $238K
|
6.4K
$887K
|