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
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.74K+ 3.2% |
$756K - $849K
|
185K
$24.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
629+ 3.19% |
$82.9K - $93K
|
20.3K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
559+ 12.71% |
$73.7K - $82.7K
|
4.96K
$659K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39New |
$5.14K - $5.77K
|
39
$5.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-32- 2.06% |
$4.22K - $4.73K
|
1.52K
$203K
|