Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.02K+ 1.64% |
$432K - $461K
|
187K
$28.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.59KNew |
$228K - $243K
|
1.59K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 100.0% |
$205K - $219K
|
2.87K
$432K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35KNew |
$194K - $207K
|
1.35K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 1.08% |
$174K - $186K
|
114K
$17.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
939+ 1.38% |
$134K - $143K
|
69K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
610+ 17.47% |
$87.2K - $93.1K
|
4.1K
$618K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
295+ 73.75% |
$42.2K - $45K
|
695
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281+ 5.48% |
$40.2K - $42.9K
|
5.41K
$815K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213New |
$30.4K - $32.5K
|
213
$32.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 1.69% |
$8.72K - $9.31K
|
3.68K
$554K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 0.12% |
$3.86K - $4.12K
|
22.3K
$3.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.88% |
$2.86K - $3.05K
|
2.3K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.26% |
$1.57K - $1.68K
|
4.27K
$643K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$143 - $153
|
207
$31.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 20.95% |
$4.43K - $4.73K
|
117
$17.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-221- 1.51% |
$31.6K - $33.7K
|
14.5K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.97K- 63.4% |
$996K - $1.06M
|
4.02K
$606K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-24.8K- 21.48% |
$3.55M - $3.79M
|
90.7K
$13.7M
|