Wealthspire Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 177 shares of VFQY stock, worth $26,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares

177

Holding current value

$26,358

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$142.94 - $152.69 $25,300 - $27,026	177 New	177 $26,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.14M

Call Options Held

Put Options Held

Armbruster Capital Management, Inc.

187K
Shares

$27.9 Million
4.85% of portfolio
Foundations Investment Advisors, LLC

126K
Shares

$18.8 Million
0.3% of portfolio
Pure Financial Advisors, LLC

114K
Shares

$17 Million
0.28% of portfolio
Hobart Private Capital, LLC Charlotte, NC

90.7K
Shares

$13.5 Million
2.86% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69K
Shares

$10.3 Million
6.82% 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History