Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.82KNew |
$559K - $587K
|
3.82K
$569K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.17K+ 25.97% |
$464K - $487K
|
15.4K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.57K+ 7.04% |
$229K - $240K
|
23.8K
$3.55M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
504+ 24.66% |
$73.7K - $77.4K
|
2.55K
$379K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
451+ 28.29% |
$66K - $69.2K
|
2.05K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
301+ 7.37% |
$44K - $46.2K
|
4.39K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
248+ 6.05% |
$36.3K - $38.1K
|
4.35K
$648K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
19+ 1.21% |
$2.78K - $2.92K
|
1.59K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$2.05K - $2.15K
|
4.28K
$638K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 42.74% |
$7.32K - $7.68K
|
67
$9.98K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-65- 1.86% |
$9.51K - $9.98K
|
3.43K
$511K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-66- 0.46% |
$9.66K - $10.1K
|
14.4K
$2.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-125- 0.45% |
$18.3K - $19.2K
|
27.7K
$4.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.44K- 0.77% |
$211K - $222K
|
186K
$27.7M
|
|