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 98 institutions that hold shares in the stock, with a total of 1.14 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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
187,483
shares
|
$27.9 Million
4.85% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
126,257
shares
|
$18.8 Million
0.3% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
113,915
shares
|
$17 Million
0.28% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
90,700
shares
|
$13.5 Million
2.86% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
68,961
shares
|
$10.3 Million
6.82% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,048
shares
|
$10.1 Million
0.74% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
55,856
shares
|
$8.32 Million
5.94% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
38,390
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
38,010
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
27,788
shares
|
$4.14 Million
0.9% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
22,251
shares
|
$3.31 Million
0.38% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
18,897
shares
|
$2.81 Million
1.48% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
14,452
shares
|
$2.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,176
shares
|
$2.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,302
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
12,262
shares
|
$1.83 Million
0.14% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
12,216
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,152
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,000
shares
|
$1.79 Million
0.38% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,647
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,506
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 33.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,641
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,400
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
7,984
shares
|
$1.19 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,022
shares
|
$896,796
0.06% of portfolio
|
Q3 2025
Added 160.81%
|
|