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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

81 managers (81 13F filers) reported a position in VFQY shares at 2025-03-31, 1,039,952 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
81
13F filers
81
New
5
Added
32
Reduced
20
Sold out
9
Shares held by filers
1,039,952

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.185,121$24.7M4.93%+5,73913F-HRTimeline
Hobart Private Capital, LLC121,097$16.2M4.05%+20,10413F-HRTimeline
Foundations Investment Advisors, LLC116,160$15.5M0.29%+3,46413F-HRTimeline
Cedar Point Capital Partners, LLC69,573$9.3M6.24%+1,33213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth68,485$9.15M0.02%+47413F-HR/ATimelineGroup
Genesis Wealth Advisors, LLC52,069$6.96M5.64%+3,02713F-HRTimeline
Pure Financial Advisors, LLC51,651$6.9M0.14%+9,59513F-HRTimeline
LPL Financial LLC38,781$5.18M<0.01%-47,01813F-HRTimeline
Professional Financial Advisors, LLC26,042$3.48M0.88%+1,45713F-HRTimeline
Medallion Wealth Advisors, LLC21,040$2.82M1.28%+2,51013F-HRTimeline
Capital Advisors, Ltd. LLC20,341$2.72M0.36%+62913F-HRTimeline
BEACON FINANCIAL PLANNING, INC19,420$2.6M1.49%+33113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,119$2.42M0.01%+17,53113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,952$2M<0.01%+1,07113F-HRTimelineGroup
Chicago Partners Investment Group LLC14,656$1.96M0.06%new13F-HRTimeline
Coastline Trust Co14,599$1.95M0.24%-2,15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Royal Fund Management, LLC12,595$1.7M0.2%+6,61413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,080$1.61M<0.01%+3913F-HRTimelineGroup
Strategic Blueprint, LLC10,835$1.45M0.08%-2,00413F-HRTimeline
OLD MISSION CAPITAL LLC9,662$1.29M0.02%+4,70913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,010$1.2M<0.01%+20513F-HRTimelineGroup
Integrated Wealth Concepts LLC8,698$1.16M0.01%-10713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,125$1.09M0.57%-3713F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC6,940$928K<0.01%+5013F-HRTimelineGroup
Caitlin John, LLC6,396$855K0.84%-1,61013F-HRTimeline
NWAM LLC5,759$770K0.07%+1,62913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,200$695K<0.01%+8713F-HRTimeline
D.A. DAVIDSON & CO.4,970$664K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,957$662K<0.01%+55913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,612$616K<0.01%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…4,099$548K<0.01%-15,45613F-HRTimeline
GSG Advisors LLC4,244$548K0.18%+1413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,849$514K<0.01%-27813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,754$502K<0.01%+7313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,657$489K<0.01%+1,05613F-HRTimelineGroup
Security Financial Services, INC.3,615$483K0.1%-2713F-HRTimeline
Sanctuary Advisors, LLC3,547$474K<0.01%+313F-HRTimeline
Private Advisor Group, LLC3,500$468K<0.01%+3513F-HRTimeline
Kraft, Davis & Associates, LLC3,498$441K0.14%013F-HRTimeline
UBS Group AGin group UBS Group AG3,294$440K<0.01%+1,92213F-HRTimelineGroup
Destiny Wealth Partners, LLC3,129$418K0.07%013F-HRTimeline
Kathmere Capital Management, LLC3,086$412K0.04%+45913F-HRTimeline
Root Financial Partners, LLC2,747$367K0.04%+21313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,712$362K<0.01%+2,56513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,365$316K0.06%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,224$297K<0.01%-1013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,159$288K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$268K0.02%-2,00013F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,838$246K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning1,749$234K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,745$233K<0.01%-10813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,742$233K<0.01%-35413F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,630$218K0.01%-13013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,528$204K0.14%-6013F-HRTimeline
Blackston Financial Advisory Group, LLC1,514$202K0.14%-4213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,070$143K<0.01%+66313F-HRTimelineGroup
FIRST COMMUNITY TRUST NA901$120K0.11%013F-HRTimeline
Center for Financial Planning, Inc.900$120K0.02%013F-HRTimeline
IFP Advisors, Inc735$98.2K<0.01%-39013F-HRTimeline
COMERICA BANK618$82.6K<0.01%-4913F-HRTimeline
Beaird Harris Wealth Management, LLC610$81.5K0.01%-5413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$80.2K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA594$79.4K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC500$66.8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC400$53.5K<0.01%013F-HRTimeline
Tidemark, LLC278$37.2K0.01%013F-HRTimeline
MATHER GROUP, LLC.267$35.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC245$33K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC206$27.5K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC204$27.4K<0.01%013F-HRTimeline
JNBA Financial Advisors145$19.4K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.129$17.3K0.01%013F-HRTimeline
City State Bank100$13.4K<0.01%013F-HRTimeline
LRI Investments, LLC96$12.8K<0.01%new13F-HRTimeline
FSA Wealth Management LLC55$9.41K<0.01%-14513F-HRTimeline
AdvisorNet Financial, Inc39$5.25K<0.01%new13F-HRTimeline
TD Capital Management LLC35$4.72K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34$4.54K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC20$2.67K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$92<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.