Ae Wealth Management LLC Vanguard Wellington Fd U S Qua Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,199 shares of VFQY stock, worth $476,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,199

Holding current value

$476,395

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$146.31 - $153.52 $468,045 - $491,110	3,199 New	3,199 $476,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.12M

Call Options Held

Put Options Held

Armbruster Capital Management, Inc.

186K
Shares

$27.7 Million
4.76% of portfolio
Foundations Investment Advisors, LLC

126K
Shares

$18.8 Million
0.3% of portfolio
Pure Financial Advisors, LLC

114K
Shares

$17 Million
0.28% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69K
Shares

$10.3 Million
6.82% of portfolio
Gyl Financial Synergies, LLC

68K
Shares

$10.1 Million
0.74% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

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Ae Wealth Management LLC Vanguard Wellington Fd U S Qua Transaction History