Purchases and Sales Made in Q1 2025 in Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
20.1K+ 19.91% |
$2.65M - $2.97M
|
121K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.6K+ 22.81% |
$1.26M - $1.42M
|
51.7K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.74K+ 3.2% |
$756K - $849K
|
185K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.84KNew |
$242K - $272K
|
1.84K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 5.93% |
$192K - $215K
|
26K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
629+ 3.19% |
$82.9K - $93K
|
20.3K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
559+ 12.71% |
$73.7K - $82.7K
|
4.96K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
459+ 17.47% |
$60.5K - $67.9K
|
3.09K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
331+ 1.73% |
$43.6K - $48.9K
|
19.4K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213+ 8.41% |
$28.1K - $31.5K
|
2.75K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$12.7K - $14.2K
|
96
$12.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50+ 0.73% |
$6.59K - $7.39K
|
6.94K
$913K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39New |
$5.14K - $5.77K
|
39
$5.13K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$132 - $148
|
206
$27.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-32- 2.06% |
$4.22K - $4.73K
|
1.52K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37- 0.45% |
$4.88K - $5.47K
|
8.13K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-60- 3.78% |
$7.91K - $8.87K
|
1.53K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 16.89% |
$46.7K - $52.3K
|
1.74K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 50.0% |
$264K - $296K
|
2K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2K- 15.61% |
$264K - $296K
|
10.8K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2.15K- 12.85% |
$284K - $318K
|
14.6K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 79.04% |
$2.04M - $2.29M
|
4.1K
$539K
|