Cwm, LLC Vanguard Wellington Fd U S Qua Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Cwm, LLC holds 245 shares of VFQY stock, worth $36,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares

245

Previous 245 -0.0%

Holding current value

$36,220

Previous $33,000 6.06%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$94.89 - $113.18 $23,248 - $27,729	245 New	245 $23,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.13M

Call Options Held

Put Options Held

Armbruster Capital Management, Inc.

184K
Shares

$27.3 Million
4.83% of portfolio
Hobart Private Capital, LLC Charlotte, NC

121K
Shares

$17.9 Million
4.05% of portfolio
Foundations Investment Advisors, LLC

116K
Shares

$17.2 Million
0.3% of portfolio
Pure Financial Advisors, LLC

113K
Shares

$16.7 Million
0.29% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69.6K
Shares

$10.3 Million
6.24% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Account