Latest Institutional Purchases of Vanguard Wellington Fd U S Qua (VFQY)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.4KNew |
$1.2M - $1.28M
|
8.4K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.71K+ 160.81% |
$531K - $567K
|
6.02K
$897K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 2.74% |
$482K - $515K
|
126K
$18.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.02K+ 1.64% |
$432K - $461K
|
187K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9K+ 33.65% |
$414K - $442K
|
11.5K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.52K+ 129.15% |
$360K - $385K
|
4.47K
$666K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.2K+ 21.84% |
$314K - $336K
|
12.3K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.09KNew |
$299K - $319K
|
2.09K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.59KNew |
$228K - $243K
|
1.59K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 100.0% |
$205K - $219K
|
2.87K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$197K - $211K
|
1.38K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35KNew |
$194K - $207K
|
1.35K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.33KNew |
$190K - $203K
|
1.33K
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 1.08% |
$174K - $186K
|
114K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 3.01% |
$160K - $171K
|
38.4K
$5.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
939+ 1.38% |
$134K - $143K
|
69K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
789+ 2.92% |
$113K - $120K
|
27.8K
$4.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
725+ 1.32% |
$104K - $111K
|
55.9K
$8.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
610+ 17.47% |
$87.2K - $93.1K
|
4.1K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
606+ 6.71% |
$86.6K - $92.5K
|
9.64K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
588+ 40.38% |
$84K - $89.8K
|
2.04K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
450+ 3.8% |
$64.3K - $68.7K
|
12.3K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
399+ 2.16% |
$57K - $60.9K
|
18.9K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323+ 0.86% |
$46.2K - $49.3K
|
38K
$5.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
314+ 14.12% |
$44.9K - $47.9K
|
2.54K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
299+ 7.66% |
$42.7K - $45.7K
|
4.2K
$625K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
295+ 73.75% |
$42.2K - $45K
|
695
$103K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281+ 5.48% |
$40.2K - $42.9K
|
5.41K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213New |
$30.4K - $32.5K
|
213
$31.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
177New |
$25.3K - $27K
|
177
$26.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68New |
$9.72K - $10.4K
|
68
$10.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 1.69% |
$8.72K - $9.31K
|
3.68K
$548K
|
|
|
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
|
Triumph Capital Management
|
BUY
|
- |
37New |
$5.29K - $5.65K
|
37
$5.51K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33+ 0.27% |
$4.72K - $5.04K
|
12.2K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
30+ 1.94% |
$4.29K - $4.58K
|
1.57K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 0.12% |
$3.86K - $4.12K
|
22.3K
$3.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.88% |
$2.86K - $3.05K
|
2.3K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.26% |
$1.57K - $1.68K
|
4.27K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$715 - $763
|
1.76K
$261K
|
|
|
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 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$143 - $153
|
373
$55.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.67K
$547K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $153
|
2.1K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.5K
$521K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$143 - $153
|
207
$30.8K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.83KNew |
$1.16M - $1.41M
|
9.83K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
442New |
$52.4K - $63.5K
|
442
$65.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
69+ 47.59% |
$8.17K - $9.92K
|
214
$31.9K
|
|