Foundations Investment Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 122,887 shares of VFQY stock, worth $18.5 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
122,887
Previous 116,160
5.79%
Holding current value
$18.5 Million
Previous $15.5 Million
13.77%
% of portfolio
0.3%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding VFQY
# of Institutions
97Shares Held
1.14MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.187KShares$28.2 Million4.85% of portfolio
-
Pure Financial Advisors, LLC114KShares$17.2 Million0.28% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC90.7KShares$13.7 Million2.86% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA69KShares$10.4 Million6.82% of portfolio
-
Gyl Financial Synergies, LLC68KShares$10.3 Million0.74% of portfolio