Institutional Ownership Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,759
shares
|
$841,044
0.07% of portfolio
|
Q1 2025
Added 39.44%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,576
shares
|
$814,319
0.73% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,200
shares
|
$759,408
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$756,779
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,984
shares
|
$727,863
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,970
shares
|
$725,818
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
4,612
shares
|
$673,536
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,258
shares
|
$621,838
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,099
shares
|
$598,617
0.0% of portfolio
|
Q1 2025
Reduced 79.04%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,887
shares
|
$567,657
0.28% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,849
shares
|
$562,107
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,754
shares
|
$548,234
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,657
shares
|
$534,068
0.0% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
3,615
shares
|
$527,934
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$525,305
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$517,565
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,500
shares
|
$511,140
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,498
shares
|
$510,847
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,491
shares
|
$509,825
0.04% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,294
shares
|
$481,055
0.0% of portfolio
|
Q1 2025
Added 140.09%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,129
shares
|
$456,959
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,747
shares
|
$401,171
0.04% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,712
shares
|
$396,060
0.0% of portfolio
|
Q1 2025
Added 1744.9%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,365
shares
|
$345,384
0.07% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,224
shares
|
$324,792
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|