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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,365
shares
|
$352,195
0.06% of portfolio
|
Q1 2022
Added 4.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,295
shares
|
$341,771
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,097
shares
|
$312,285
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,091
shares
|
$311,391
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,044
shares
|
$304,392
0.11% of portfolio
|
Q3 2025
Added 40.38%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$297,840
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,755
shares
|
$261,354
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,742
shares
|
$259,418
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,594
shares
|
$237,378
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
1,574
shares
|
$234,400
0.14% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
1,446
shares
|
$215,338
0.14% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,380
shares
|
$205,509
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,354
shares
|
$201,637
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,330
shares
|
$198,063
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
900
shares
|
$134,028
0.01% of portfolio
|
Q3 2020
Reduced 16.43%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
756
shares
|
$112,583
0.0% of portfolio
|
Q3 2025
Reduced 68.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
736
shares
|
$109,605
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
695
shares
|
$103,499
0.0% of portfolio
|
Q3 2025
Added 73.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
600
shares
|
$89,351
0.0% of portfolio
|
Q4 2023
Reduced 45.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
594
shares
|
$88,458
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
580
shares
|
$86,373
0.0% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
450
shares
|
$67,014
0.05% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
442
shares
|
$65,822
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
378
shares
|
$56,291
0.0% of portfolio
|
Q3 2025
Reduced 32.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
373
shares
|
$55,547
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|