Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61K+ 118.19% |
$7.23M - $8.77M
|
113K
$17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.2K+ 164.7% |
$2.75M - $3.33M
|
37.3K
$5.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.83KNew |
$1.16M - $1.41M
|
9.83K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.73K+ 5.79% |
$797K - $967K
|
123K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.9K+ 217.44% |
$699K - $848K
|
8.61K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 74.75% |
$510K - $619K
|
10.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$481K - $584K
|
4.06K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.06K+ 5.88% |
$363K - $440K
|
55.1K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84K+ 31.54% |
$337K - $408K
|
11.9K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.95KNew |
$231K - $281K
|
1.95K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 109.78% |
$227K - $276K
|
3.67K
$553K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.88K+ 9.26% |
$223K - $271K
|
22.2K
$3.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.46KNew |
$172K - $209K
|
1.46K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$170K - $206K
|
1.43K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
957+ 3.67% |
$113K - $138K
|
27K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
442New |
$52.4K - $63.5K
|
442
$66.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
437+ 23.78% |
$51.8K - $62.8K
|
2.28K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
405+ 13.12% |
$48K - $58.2K
|
3.49K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
394+ 3.13% |
$46.7K - $56.6K
|
13K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
337+ 3.87% |
$39.9K - $48.4K
|
9.04K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
159+ 1.47% |
$18.8K - $22.9K
|
11K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
117+ 2.54% |
$13.9K - $16.8K
|
4.73K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
109+ 279.49% |
$12.9K - $15.7K
|
148
$22.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
96+ 1.18% |
$11.4K - $13.8K
|
8.22K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
74+ 0.51% |
$8.77K - $10.6K
|
14.7K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
69+ 47.59% |
$8.17K - $9.92K
|
214
$32.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$6.52K - $7.9K
|
55
$8.28K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39+ 0.32% |
$4.62K - $5.61K
|
12.1K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27+ 0.54% |
$3.2K - $3.88K
|
4.98K
$751K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 1.05% |
$1.9K - $2.3K
|
1.54K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$1.66K - $2.01K
|
4.26K
$641K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14+ 0.36% |
$1.66K - $2.01K
|
3.9K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$592 - $719
|
1.75K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$355 - $431
|
3.62K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.82% |
$118 - $144
|
56
$8.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26- 0.17% |
$3.08K - $3.74K
|
14.9K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-35- 2.3% |
$4.15K - $5.03K
|
1.49K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-49- 8.03% |
$5.8K - $7.04K
|
561
$84.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-63- 2.92% |
$7.46K - $9.05K
|
2.1K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73- 1.4% |
$8.65K - $10.5K
|
5.13K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-226- 45.2% |
$26.8K - $32.5K
|
274
$41.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-261- 6.37% |
$30.9K - $37.5K
|
3.84K
$578K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-438- 15.94% |
$51.9K - $62.9K
|
2.31K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-451- 50.06% |
$53.4K - $64.8K
|
450
$67.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-480- 3.28% |
$56.9K - $69K
|
14.2K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-658- 0.36% |
$77.9K - $94.6K
|
184K
$27.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-698- 65.23% |
$82.7K - $100K
|
372
$56K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-820- 12.82% |
$97.1K - $118K
|
5.58K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-822- 21.36% |
$97.4K - $118K
|
3.03K
$456K
|