Ameritas Advisory Services, LLC Vanguard Wellington Fd U S Qua Transaction History

Ameritas Advisory Services, LLC

$1.44 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$118.46 - $143.72 $6,515 - $7,904	55 New	55 $7,000
Q1 2023 Apr 28, 2023	BUY	$103.33 - $115.07 $4,443 - $4,948	43 New	43 $4,000

Others Institutions Holding VFQY

# of Institutions

94

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Armbruster Capital Management, Inc.

187K
Shares

$27.9 Million
4.85% of portfolio
Foundations Investment Advisors, LLC

126K
Shares

$18.8 Million
0.3% of portfolio
Pure Financial Advisors, LLC

114K
Shares

$17 Million
0.28% of portfolio
Hobart Private Capital, LLC Charlotte, NC

90.7K
Shares

$13.5 Million
2.86% of portfolio
Cedar Point Capital Partners, LLC Cedar Rapids, IA

69K
Shares

$10.3 Million
6.82% of portfolio

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.