Cwm, LLC Vanguard Wellington Fd U S Qua Transaction History

Cwm, LLC

$33.3 Billion
Q3 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 $36,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

245

Previous 245 -0.0%

Holding current value

$36,904

Previous $35,000 5.71%

% 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

1.14M

Call Options Held

Put Options Held

Armbruster Capital Management, Inc.

187K
Shares

$28.2 Million
4.85% of portfolio
Foundations Investment Advisors, LLC

123K
Shares

$18.5 Million
0.3% of portfolio
Pure Financial Advisors, LLC

114K
Shares

$17.2 Million
0.28% of portfolio
Hobart Private Capital, LLC Charlotte, NC

90.7K
Shares

$13.7 Million
2.86% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69K
Shares

$10.4 Million
6.82% of portfolio

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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