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
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.83KNew |
$1.16M - $1.41M
|
9.83K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.06K+ 5.88% |
$363K - $440K
|
55.1K
$8.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.95KNew |
$231K - $281K
|
1.95K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.88K+ 9.26% |
$223K - $271K
|
22.2K
$3.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.46KNew |
$172K - $209K
|
1.46K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$170K - $206K
|
1.43K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
957+ 3.67% |
$113K - $138K
|
27K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
437+ 23.78% |
$51.8K - $62.8K
|
2.28K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
405+ 13.12% |
$48K - $58.2K
|
3.49K
$510K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
109+ 279.49% |
$12.9K - $15.7K
|
148
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
74+ 0.51% |
$8.77K - $10.6K
|
14.7K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
69+ 47.59% |
$8.17K - $9.92K
|
214
$31.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$6.52K - $7.9K
|
55
$8.03K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27+ 0.54% |
$3.2K - $3.88K
|
4.98K
$728K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 1.05% |
$1.9K - $2.3K
|
1.54K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$1.66K - $2.01K
|
4.26K
$622K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-451- 50.06% |
$53.4K - $64.8K
|
450
$65.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-658- 0.36% |
$77.9K - $94.6K
|
184K
$26.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-820- 12.82% |
$97.1K - $118K
|
5.58K
$814K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-919- 13.24% |
$109K - $132K
|
6.02K
$879K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-922- 4.75% |
$109K - $133K
|
18.5K
$2.7M
|