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 83 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,845
shares
|
$259,462
0.02% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,748
shares
|
$245,821
0.0% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,667
shares
|
$234,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
1,573
shares
|
$221,210
0.15% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,330
shares
|
$187,037
0.0% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
901
shares
|
$126,707
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
900
shares
|
$126,567
0.02% of portfolio
|
Q3 2020
Reduced 16.43%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
873
shares
|
$122,769
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
681
shares
|
$95,769
0.0% of portfolio
|
Q3 2024
Added 90.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
667
shares
|
$93,800
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
641
shares
|
$90,143
0.0% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
600
shares
|
$84,378
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
594
shares
|
$83,534
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
500
shares
|
$70,315
0.01% of portfolio
|
Q4 2023
Reduced 19.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
400
shares
|
$56,252
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
394
shares
|
$55,408
0.0% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
350
shares
|
$49,220
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
330
shares
|
$46,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
284
shares
|
$39,938
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
267
shares
|
$37,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
245
shares
|
$34,454
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
205
shares
|
$28,829
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$28,126
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
181
shares
|
$25,454
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
144
shares
|
$20,250
0.0% of portfolio
|
Q3 2024
Added 19.01%
|