Principal Securities, Inc. Vanguard Wellington Fd U S Qua Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$106.56 - $127.53 $76,296 - $91,311	716 New	716 $90.6 Million

Others Institutions Holding VFQY

# of Institutions

97

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
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