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 93 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,981
shares
|
$806,358
0.08% of portfolio
|
Q4 2024
Reduced 73.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,771
shares
|
$778,046
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$698,637
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,113
shares
|
$689,334
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,970
shares
|
$670,055
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,953
shares
|
$667,763
0.0% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
4,612
shares
|
$621,789
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,398
shares
|
$592,938
0.0% of portfolio
|
Q4 2024
Reduced 47.91%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,230
shares
|
$570,288
0.19% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,130
shares
|
$556,806
0.04% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,127
shares
|
$556,402
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$539,280
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,887
shares
|
$524,045
0.28% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
3,808
shares
|
$513,394
0.04% of portfolio
|
Q4 2024
Added 99.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,681
shares
|
$496,272
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
3,642
shares
|
$491,014
0.11% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$484,947
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$477,802
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,498
shares
|
$471,600
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,465
shares
|
$467,151
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,129
shares
|
$421,851
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,635
shares
|
$355,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,627
shares
|
$354,172
0.03% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,601
shares
|
$350,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,534
shares
|
$341,633
0.04% of portfolio
|
Q4 2024
Added 4.28%
|