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
94Shares Held
1.16MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.184KShares$27.8 Million4.83% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC116KShares$17.4 Million3.77% of portfolio
-
Pure Financial Advisors, LLC113KShares$17 Million0.29% of portfolio
-
Gyl Financial Synergies, LLC68KShares$10.3 Million0.74% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA68KShares$10.3 Million6.9% of portfolio