Tfc Financial Management Vanguard Wellington Fd U S Qua Transaction History

Tfc Financial Management

$722 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$103.67 - $114.06 $17,934 - $19,732	173 New	173 $19,000

Others Institutions Holding VFQY

# of Institutions

94

Shares Held

1.13M

Call Options Held

0

Put Options Held

0

Armbruster Capital Management, Inc.

184K
Shares

$27.2 Million
4.83% of portfolio
Hobart Private Capital, LLC Charlotte, NC

121K
Shares

$17.8 Million
4.05% of portfolio
Foundations Investment Advisors, LLC

116K
Shares

$17.1 Million
0.3% of portfolio
Pure Financial Advisors, LLC

113K
Shares

$16.6 Million
0.29% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69.6K
Shares

$10.2 Million
6.24% of portfolio

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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