VANGUARD WELLINGTON FUND - VFQY

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$170.4M

QoQ value delta ($000)

+$2.423M (+1.44%)

Implied price effect (QoQ)

+1.84%

Total shares

1,110,403

QoQ shares delta

-4,408 (-0.4%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Armbruster Capital Management, Inc.	28,540	186,040	4.79%
FOUNDATIONS INVESTMENT ADVISORS, LLC	19,902	129,734	0.26%
Focus Partners Wealth	11,931	77,777	0.01%
Cedar Point Capital Partners, LLC	10,299	67,138	6.58%
Genesis Wealth Advisors, LLC	8,748	57,030	5.99%
Hobart Private Capital, LLC	7,328	47,769	1.43%
OSAIC HOLDINGS, INC.	6,123	39,878	0.01%
LPL Financial LLC	6,024	39,270	0.0%
Professional Financial Advisors, LLC	4,243	27,663	0.87%
Cannon Wealth Management Services, LLC	4,070	26,534	2.87%
Capital Advisors, Ltd. LLC	3,654	23,817	0.41%
BEACON FINANCIAL PLANNING, INC	2,920	19,040	1.41%
M Holdings Securities, Inc.	2,519	16,417	0.18%
Royal Fund Management, LLC	2,368	15,389	0.22%
Coastline Trust Co	2,206	14,386	0.21%
BANK OF AMERICA CORP /DE/	2,169	14,140	0.0%
Chicago Partners Investment Group LLC	1,906	12,081	0.05%
Corient Private Wealth LLC	1,870	12,191	0.0%
RAYMOND JAMES FINANCIAL INC	1,359	8,860	0.0%
Root Financial Partners, LLC	1,214	7,914	0.06%
Integrated Wealth Concepts LLC	1,184	7,724	0.01%
INTERACTIVE FINANCIAL ADVISORS, INC.	1,180	7,696	0.76%
Envestnet Portfolio Solutions, Inc.	942	6,145	0.0%
OLD MISSION CAPITAL LLC	890	5,804	0.02%
Caitlin John, LLC	851	5,550	0.56%