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 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
185,121
shares
|
$24.3 Million
4.93% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
121,097
shares
|
$15.9 Million
4.05% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
116,160
shares
|
$15.3 Million
0.3% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
68,241
shares
|
$8.98 Million
6.51% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$8.95 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
52,069
shares
|
$6.85 Million
5.64% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
51,651
shares
|
$6.79 Million
0.15% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,781
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
30,691
shares
|
$4.04 Million
0.52% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,042
shares
|
$3.43 Million
0.9% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
20,341
shares
|
$2.68 Million
0.36% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
19,420
shares
|
$2.55 Million
1.49% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
14,599
shares
|
$1.92 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,881
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,041
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.58 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,647
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,835
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,805
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
8,125
shares
|
$1.07 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
8,006
shares
|
$1.05 Million
0.75% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,940
shares
|
$912,818
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,981
shares
|
$786,680
0.08% of portfolio
|
Q4 2024
Reduced 73.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,771
shares
|
$759,059
0.01% of portfolio
|
Q4 2024
New holding
|