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 $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,365
shares
|
$319,960
0.07% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,234
shares
|
$302,237
0.0% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,096
shares
|
$283,567
0.0% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$250,692
0.0% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,760
shares
|
$238,110
0.01% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,749
shares
|
$236,622
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
1,588
shares
|
$214,840
0.15% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,556
shares
|
$210,511
0.11% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,372
shares
|
$185,617
0.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,125
shares
|
$152,201
0.01% of portfolio
|
Q3 2024
Added 75.51%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
901
shares
|
$121,896
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
900
shares
|
$121,761
0.02% of portfolio
|
Q3 2020
Reduced 16.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
681
shares
|
$92,132
0.0% of portfolio
|
Q3 2024
Added 90.22%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
667
shares
|
$90,238
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
664
shares
|
$89,832
0.01% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$81,174
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
594
shares
|
$80,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$67,645
0.01% of portfolio
|
Q4 2023
Reduced 19.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
407
shares
|
$55,063
0.0% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
400
shares
|
$54,116
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
350
shares
|
$47,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
312
shares
|
$42,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
284
shares
|
$38,422
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
278
shares
|
$37,610
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
267
shares
|
$36,122
0.0% of portfolio
|
Q3 2024
New holding
|