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 99 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,778
shares
|
$860,459
0.0% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5,436
shares
|
$809,529
0.57% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,408
shares
|
$805,359
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,182
shares
|
$771,703
0.0% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,970
shares
|
$740,132
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
4,781
shares
|
$711,986
0.0% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,612
shares
|
$686,819
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
4,473
shares
|
$666,119
0.51% of portfolio
|
Q3 2025
Added 129.15%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,269
shares
|
$635,739
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,200
shares
|
$625,464
0.25% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,101
shares
|
$610,720
0.05% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,086
shares
|
$608,487
0.0% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,024
shares
|
$599,254
0.03% of portfolio
|
Q3 2025
Reduced 63.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,820
shares
|
$568,874
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,679
shares
|
$547,876
0.1% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,670
shares
|
$546,536
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,597
shares
|
$535,665
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,544
shares
|
$527,772
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
3,499
shares
|
$521,071
0.13% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,400
shares
|
$506,327
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,129
shares
|
$465,970
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,970
shares
|
$442,292
0.0% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,878
shares
|
$428,591
0.0% of portfolio
|
Q3 2025
Reduced 29.11%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
2,866
shares
|
$426,804
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,538
shares
|
$377,958
0.0% of portfolio
|
Q3 2025
Added 14.12%
|
|