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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

95 managers (95 13F filers) reported a position in VFQY shares at 2026-06-30, 1,116,409 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
95
13F filers
95
New
5
Added
34
Reduced
26
Sold out
7
Shares held by filers
1,116,409

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Armbruster Capital Management, Inc.191,754$32.7M4.87%+1,31713F-HRTimeline
Foundations Investment Advisors, LLC154,711$26.3M0.27%+10,64813F-HRTimeline
Pure Financial Advisors, LLC138,331$23.6M0.3%+1,33313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth74,972$12.8M0.01%-33513F-HRTimelineGroup
Genesis Wealth Advisors, LLC60,996$10.4M6.21%+1,59713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,824$6.96M0.01%+21,30913F-HRTimelineGroup
LPL Financial LLC36,190$6.16M<0.01%+8,18513F-HRTimeline
Wealthspire Advisors, LLC34,325$5.85M0.03%new13F-HRTimeline
Cannon Wealth Management Services, LLC31,337$5.34M2.92%+3,51813F-HRTimeline
Medallion Wealth Advisors, LLC28,760$4.9M1.54%+1,28613F-HRTimeline
BEACON FINANCIAL PLANNING, INC25,958$4.42M1.5%-2,13413F-HRTimeline
Capital Advisors, Ltd. LLC21,013$3.58M0.36%-1,04113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,861$3.55M<0.01%-1,52113F-HRTimelineGroup
Royal Fund Management, LLC18,246$3.11M0.26%+1,40713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,134$2.92M<0.01%+4,20513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,825$2.87M<0.01%+2,02313F-HRTimelineGroup
Integrated Wealth Concepts LLC11,253$2.47M0.01%+2,17713F-HRTimeline
Coastline Trust Co13,860$2.36M0.21%-36613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC13,100$2.23M0.09%+1,03613F-HRTimeline
Vise Technologies, Inc.11,505$1.96M0.02%+5,97213F-HRTimeline
Chicago Partners Investment Group LLC11,543$1.95M0.04%-25213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,600$1.46M<0.01%-6,70013F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.8,024$1.37M0.83%-28213F-HRTimeline
Caitlin John, LLC7,779$1.32M0.73%+2,44613F-HRTimeline
Hobart Private Capital, LLC6,034$1.03M0.18%-41,43613F-HRTimeline
D.A. DAVIDSON & CO.4,922$838K<0.01%013F-HRTimeline
National Philanthropic Trust4,862$828K0.01%013F-HRTimeline
AE Wealth Management LLC4,380$746K<0.01%-45713F-HRTimeline
Kathmere Capital Management, LLC4,349$741K0.04%013F-HRTimeline
Arrowroot Family Office, LLC4,329$737K0.21%+8713F-HRTimeline
GSG Advisors LLC4,307$733K0.16%+1113F-HRTimeline
Cambridge Investment Research Advisors,…4,139$705K<0.01%+6013F-HR/ATimeline
WealthCare Investment Partners, LLC4,118$701K0.17%+71713F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC3,783$644K<0.01%-21913F-HRTimelineGroup
Sanctuary Advisors, LLC3,537$602K<0.01%+313F-HRTimeline
Creative Planningin group Creative Planning3,454$588K<0.01%013F-HRTimelineGroup
NWAM LLC3,349$570K0.03%+813F-HRTimeline
Security Financial Services, INC.3,296$561K0.08%-9213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,168$543K<0.01%+90713F-HRTimeline
Kraft, Davis & Associates, LLC3,120$524K0.11%+113F-HRTimeline
BIP Wealth, LLC3,076$524K0.01%-32813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,022$515K<0.01%-29613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,947$502K<0.01%+713F-HRTimelineGroup
Private Advisor Group, LLC2,812$479K<0.01%-33813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,743$467K<0.01%-2313F-HRTimelineGroup
Professional Financial Advisors, LLC2,373$404K0.07%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,365$403K0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC2,185$372K0.01%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$341K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,871$317K<0.01%+6913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC1,695$288K0.01%-36213F-HRTimeline
Aptus Capital Advisors, LLC1,576$268K<0.01%-19013F-HRTimeline
MML INVESTORS SERVICES, LLC1,546$263K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,536$262K0.14%-10913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,521$259K<0.01%+113F-HR/ATimeline
Noble Wealth Partners LLC1,451$247K0.21%13F-HRTimeline
Blackston Financial Advisory Group, LLC1,429$243K0.14%+713F-HRTimeline
United Advisor Group, LLC1,380$235K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC1,295$221K0.01%-4813F-HRTimeline
Tidemark, LLC1,260$215K0.05%+98213F-HRTimeline
Zhang Financial LLC1,247$212K0.01%-3,00713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,229$209K<0.01%-18113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,208$206K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,112$189K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$170K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.900$153K0.01%013F-HRTimeline
IFP Advisors, Inc736$125K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC634$108K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.557$94.9K<0.01%+2613F-HRTimeline
FIRST COMMUNITY TRUST NA450$76.6K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc442$75.3K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG409$69.6K<0.01%+2813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…388$66.1K<0.01%-10613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY335$57K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS302$51.4K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC302$51.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…218$37.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.213$36.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC207$35.2K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC204$34.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL170$28.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…161$27.4K<0.01%+213F-HRTimelineGroup
Horizon Investments, LLC132$22.5K<0.01%-13213F-HRTimeline
Raleigh Capital Management Inc.129$22K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC113$19.3K<0.01%-113F-HRTimelineGroup
City State Bank100$17K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82$13.9K<0.01%+8113F-HRTimelineGroup
AdvisorNet Financial, Inc67$11.4K<0.01%013F-HRTimeline
Allworth Financial LP58$9.88K<0.01%new13F-HRTimeline
LRI Investments, LLC50$8.49K<0.01%-1113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42$7.15K<0.01%013F-HRTimelineGroup
Triumph Capital Management37$6.3K<0.01%013F-HRTimeline
TD Capital Management LLC36$6.11K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7$1.19K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$156<0.01%013F-HRTimelineGroup