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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
2,159
shares
|
$315,300
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$292,080
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
1,952
shares
|
$285,070
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,838
shares
|
$268,421
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,749
shares
|
$255,423
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,745
shares
|
$254,839
0.0% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,742
shares
|
$254,401
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,630
shares
|
$238,045
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,544
shares
|
$225,485
0.14% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,524
shares
|
$222,564
0.11% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
1,456
shares
|
$212,634
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
1,433
shares
|
$209,275
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,070
shares
|
$156,262
0.0% of portfolio
|
Q1 2025
Added 162.9%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
900
shares
|
$131,436
0.02% of portfolio
|
Q3 2020
Reduced 16.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
735
shares
|
$107,339
0.0% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
618
shares
|
$90,252
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
610
shares
|
$89,084
0.01% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
600
shares
|
$87,624
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
594
shares
|
$86,747
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
500
shares
|
$73,020
0.01% of portfolio
|
Q4 2023
Reduced 19.22%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
450
shares
|
$65,718
0.05% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
400
shares
|
$58,416
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
350
shares
|
$51,114
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
312
shares
|
$45,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
284
shares
|
$41,475
0.0% of portfolio
|
Q2 2024
New holding
|