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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

85 managers (85 13F filers) reported a position in VFQY shares at 2025-06-30, 1,148,917 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
85
13F filers
85
New
7
Added
30
Reduced
22
Sold out
3
Shares held by filers
1,148,917

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.184,463$26.5M4.8%-65813F-HRTimeline
Foundations Investment Advisors, LLC122,887$17.7M0.28%+6,72713F-HRTimeline
Hobart Private Capital, LLC115,508$16.6M3.77%-5,58913F-HRTimeline
Pure Financial Advisors, LLC112,699$16.2M0.29%+61,04813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth69,944$10.1M0.02%+1,45913F-HRTimelineGroup
Cedar Point Capital Partners, LLC68,022$9.78M6.9%-1,55113F-HRTimeline
Genesis Wealth Advisors, LLC55,131$7.92M5.94%+3,06213F-HRTimeline
LPL Financial LLC37,687$5.42M<0.01%-1,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,270$5.36M0.01%+19,15113F-HR/ATimelineGroup
Professional Financial Advisors, LLC26,999$3.88M0.9%+95713F-HRTimeline
Medallion Wealth Advisors, LLC22,634$3.29M1.27%+1,59413F-HRTimeline
Capital Advisors, Ltd. LLC22,224$3.19M0.39%+1,88313F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,498$2.66M1.48%-92213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,926$2.15M<0.01%-2613F-HRTimelineGroup
Coastline Trust Co14,673$2.11M0.24%+7413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chicago Partners Investment Group LLC14,176$2.09M0.06%-48013F-HRTimeline
Royal Fund Management, LLC12,989$1.87M0.2%+39413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,119$1.74M<0.01%+3913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,852$1.7M<0.01%+2,84213F-HRTimelineGroup
Strategic Blueprint, LLC10,994$1.58M0.08%+15913F-HRTimeline
NWAM LLC10,064$1.46M0.08%+4,30513F-HR/ATimeline
Total Clarity Wealth Management, Inc.9,831$1.41M0.4%new13F-HRTimeline
Integrated Wealth Concepts LLC9,035$1.3M0.01%+33713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,609$1.24M<0.01%+5,89713F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.8,221$1.18M0.58%+9613F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC6,021$865K<0.01%-91913F-HRTimelineGroup
Caitlin John, LLC5,576$801K0.73%-82013F-HRTimeline
OLD MISSION CAPITAL LLC5,248$754K0.02%-4,41413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,127$737K<0.01%-7313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,984$733K<0.01%+2713F-HRTimeline
D.A. DAVIDSON & CO.4,970$714K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,729$680K<0.01%+11713F-HRTimelineGroup
Sanctuary Advisors, LLC4,471$643K<0.01%+92413F-HRTimeline
GSG Advisors LLC4,258$612K0.18%+1413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,060$584K<0.01%new13F-HRTimelineGroup
Arrowroot Family Office, LLC3,901$561K0.25%13F-HRTimeline
Cambridge Investment Research Advisors,…3,838$552K<0.01%-26113F-HRTimeline
Creative Planningin group Creative Planning3,669$527K<0.01%+1,92013F-HRTimelineGroup
Security Financial Services, INC.3,618$520K0.09%+313F-HRTimeline
Kraft, Davis & Associates, LLC3,498$517K0.14%013F-HRTimeline
Private Advisor Group, LLC3,500$503K<0.01%013F-HRTimeline
Kathmere Capital Management, LLC3,491$502K0.04%+40513F-HRTimeline
Destiny Wealth Partners, LLC3,129$450K0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,027$435K<0.01%-82213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,453$353K<0.01%-1,30113F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,432$350K<0.01%-86213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,365$340K0.06%013F-HRTimeline
Root Financial Partners, LLC2,309$332K0.03%-43813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,275$327K0.01%+43713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,096$301K0.02%-6313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$287K0.02%013F-HRTimeline
Cannon Wealth Management Services, LLC1,952$281K0.23%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,853$266K<0.01%-37113F-HRTimelineGroup
Aptus Capital Advisors, LLC1,750$252K<0.01%+513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,742$250K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.1,544$222K0.14%+1613F-HRTimeline
Blackston Financial Advisory Group, LLC1,514$218K0.14%013F-HR/ATimeline
WealthCare Investment Partners, LLC1,456$214K0.08%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,433$206K0.02%new13F-HRTimelineGroup
Center for Financial Planning, Inc.900$129K0.01%013F-HRTimeline
IFP Advisors, Inc735$106K<0.01%013F-HRTimeline
COMERICA BANK618$88.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$86.2K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC561$80.7K0.01%-4913F-HRTimeline
FIRST COMMUNITY TRUST NA450$64.7K0.05%-45113F-HRTimeline
Glass Jacobson Investment Advisors llc442$63.5K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC400$57.5K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY372$53.5K<0.01%-69813F-HRTimelineGroup
Tidemark, LLC278$40K0.01%013F-HRTimeline
McIlrath & Eck, LLC274$39.4K<0.01%-22613F-HRTimeline
CWM, LLCin group CWM, LLC245$35K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors214$30.7K<0.01%+6913F-HRTimeline
SIGNATUREFD, LLC206$29.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC204$29.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc148$21.3K<0.01%+10913F-HRTimeline
Raleigh Capital Management Inc.129$18.6K0.01%013F-HRTimeline
City State Bank100$14.4K<0.01%013F-HRTimeline
LRI Investments, LLC96$13.8K<0.01%013F-HRTimeline
FSA Wealth Management LLC56$9.8K<0.01%+113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…55$7.91K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC35$5.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34$4.89K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC20$2.87K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$79<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.