Latest Institutional Transactions on Vanguard Wellington Fd U S Qua (VFQY)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
504+ 24.66% |
$73.7K - $77.4K
|
2.55K
$379K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-66- 0.46% |
$9.66K - $10.1K
|
14.4K
$2.14M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.55K+ 79.33% |
$507K - $542K
|
8.02K
$1.19M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$143 - $153
|
736
$110K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 2.86% |
$143 - $153
|
36
$5.36K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-30- 53.57% |
$4.29K - $4.58K
|
26
$3.87K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68New |
$9.72K - $10.4K
|
68
$10.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 3.01% |
$160K - $171K
|
38.4K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42New |
$6K - $6.41K
|
42
$6.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.4KNew |
$1.2M - $1.28M
|
8.4K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33+ 0.27% |
$4.72K - $5.04K
|
12.2K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-117- 2.47% |
$16.7K - $17.9K
|
4.61K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9K+ 33.65% |
$414K - $442K
|
11.5K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$143 - $153
|
373
$55.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
606+ 6.71% |
$86.6K - $92.5K
|
9.64K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
37New |
$5.29K - $5.65K
|
37
$5.51K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
450+ 3.8% |
$64.3K - $68.7K
|
12.3K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.67K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-467- 8.9% |
$66.8K - $71.3K
|
4.78K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$143 - $153
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.68K- 68.91% |
$240K - $256K
|
756
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-183- 32.62% |
$26.2K - $27.9K
|
378
$56.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.09KNew |
$299K - $319K
|
2.09K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-38- 6.15% |
$5.43K - $5.8K
|
580
$86.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
177New |
$25.3K - $27K
|
177
$26.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.18K- 29.11% |
$169K - $180K
|
2.88K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-140- 2.51% |
$20K - $21.4K
|
5.44K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18- 0.47% |
$2.57K - $2.75K
|
3.82K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.33KNew |
$190K - $203K
|
1.33K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-43- 2.89% |
$6.15K - $6.57K
|
1.45K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323+ 0.86% |
$46.2K - $49.3K
|
38K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$197K - $211K
|
1.38K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
299+ 7.66% |
$42.7K - $45.7K
|
4.2K
$625K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-100- 2.86% |
$14.3K - $15.3K
|
3.4K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$715 - $763
|
1.76K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $153
|
2.1K
$312K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.52K+ 129.15% |
$360K - $385K
|
4.47K
$666K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
314+ 14.12% |
$44.9K - $47.9K
|
2.54K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.5K
$521K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 2.74% |
$482K - $515K
|
126K
$18.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 14.58% |
$2K - $2.14K
|
82
$12.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-243- 4.04% |
$34.7K - $37.1K
|
5.78K
$860K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-237- 2.88% |
$33.9K - $36.2K
|
7.98K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-898- 18.02% |
$128K - $137K
|
4.09K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-773- 5.95% |
$110K - $118K
|
12.2K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.71K+ 160.81% |
$531K - $567K
|
6.02K
$897K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
789+ 2.92% |
$113K - $120K
|
27.8K
$4.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.2K+ 21.84% |
$314K - $336K
|
12.3K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
30+ 1.94% |
$4.29K - $4.58K
|
1.57K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
399+ 2.16% |
$57K - $60.9K
|
18.9K
$2.81M
|
|