Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.4KNew |
$1.2M - $1.28M
|
8.4K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.71K+ 160.81% |
$531K - $567K
|
6.02K
$897K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.55K+ 79.33% |
$507K - $542K
|
8.02K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 2.74% |
$482K - $515K
|
126K
$18.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.02K+ 1.64% |
$432K - $461K
|
187K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9K+ 33.65% |
$414K - $442K
|
11.5K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.52K+ 129.15% |
$360K - $385K
|
4.47K
$666K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.2K+ 21.84% |
$314K - $336K
|
12.3K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.09KNew |
$299K - $319K
|
2.09K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.59KNew |
$228K - $243K
|
1.59K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 100.0% |
$205K - $219K
|
2.87K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$197K - $211K
|
1.38K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35KNew |
$194K - $207K
|
1.35K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.33KNew |
$190K - $203K
|
1.33K
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 1.08% |
$174K - $186K
|
114K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 3.01% |
$160K - $171K
|
38.4K
$5.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
939+ 1.38% |
$134K - $143K
|
69K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
789+ 2.92% |
$113K - $120K
|
27.8K
$4.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
725+ 1.32% |
$104K - $111K
|
55.9K
$8.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
610+ 17.47% |
$87.2K - $93.1K
|
4.1K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
606+ 6.71% |
$86.6K - $92.5K
|
9.64K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
588+ 40.38% |
$84K - $89.8K
|
2.04K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
450+ 3.8% |
$64.3K - $68.7K
|
12.3K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
399+ 2.16% |
$57K - $60.9K
|
18.9K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323+ 0.86% |
$46.2K - $49.3K
|
38K
$5.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
314+ 14.12% |
$44.9K - $47.9K
|
2.54K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
299+ 7.66% |
$42.7K - $45.7K
|
4.2K
$625K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
295+ 73.75% |
$42.2K - $45K
|
695
$103K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281+ 5.48% |
$40.2K - $42.9K
|
5.41K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213New |
$30.4K - $32.5K
|
213
$31.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
177New |
$25.3K - $27K
|
177
$26.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68New |
$9.72K - $10.4K
|
68
$10.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 1.69% |
$8.72K - $9.31K
|
3.68K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42New |
$6K - $6.41K
|
42
$6.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
37New |
$5.29K - $5.65K
|
37
$5.51K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33+ 0.27% |
$4.72K - $5.04K
|
12.2K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
30+ 1.94% |
$4.29K - $4.58K
|
1.57K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 0.12% |
$3.86K - $4.12K
|
22.3K
$3.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.88% |
$2.86K - $3.05K
|
2.3K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.26% |
$1.57K - $1.68K
|
4.27K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$715 - $763
|
1.76K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$143 - $153
|
207
$30.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$143 - $153
|
736
$110K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.5K
$521K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 2.86% |
$143 - $153
|
36
$5.36K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $153
|
2.1K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$143 - $153
|
373
$55.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$143 - $153
|
3.67K
$547K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$143 - $153
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 14.58% |
$2K - $2.14K
|
82
$12.2K
|
|