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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

89 managers (89 13F filers) reported a position in VFQY shares at 2025-09-30, 1,139,702 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
89
13F filers
89
New
11
Added
37
Reduced
23
Sold out
6
Shares held by filers
1,139,702

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.187,483$28.3M4.81%+3,02013F-HRTimeline
Foundations Investment Advisors, LLC126,257$19M0.28%+3,37013F-HRTimeline
Pure Financial Advisors, LLC113,915$17.2M0.27%+1,21613F-HRTimeline
Hobart Private Capital, LLC90,700$13.7M2.86%-24,80813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth79,523$12M0.02%+9,57913F-HRTimelineGroup
Cedar Point Capital Partners, LLC68,961$10.4M6.82%+93913F-HRTimeline
Genesis Wealth Advisors, LLC55,856$8.42M5.94%+72513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,390$5.79M0.01%+1,12013F-HRTimelineGroup
LPL Financial LLC38,010$5.73M<0.01%+32313F-HRTimeline
Professional Financial Advisors, LLC27,788$4.19M0.88%+78913F-HRTimeline
Medallion Wealth Advisors, LLC24,617$3.71M1.32%+1,98313F-HRTimeline
Capital Advisors, Ltd. LLC22,251$3.36M0.38%+2713F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,897$2.85M1.48%+39913F-HRTimeline
Coastline Trust Co14,452$2.18M0.23%-22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chicago Partners Investment Group LLC14,176$2.16M0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,302$1.86M<0.01%+45013F-HRTimelineGroup
NWAM LLC12,262$1.85M0.1%+2,19813F-HR/ATimeline
Royal Fund Management, LLC12,216$1.85M0.22%-77313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,152$1.83M<0.01%+3313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,506$1.74M<0.01%+2,89713F-HR/ATimelineGroup
Integrated Wealth Concepts LLC9,641$1.45M0.01%+60613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,400$1.27M<0.01%new13F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.7,984$1.2M0.65%-23713F-HRTimeline
Root Financial Partners, LLC6,022$908K0.06%+3,71313F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC5,778$871K<0.01%-24313F-HRTimelineGroup
Caitlin John, LLC5,436$820K0.57%-14013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,408$816K<0.01%+28113F-HRTimeline
D.A. DAVIDSON & CO.4,970$750K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC4,781$721K0.03%-46713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,612$696K<0.01%-11713F-HRTimelineGroup
Cannon Wealth Management Services, LLC4,473$675K0.51%+2,52113F-HRTimeline
GSG Advisors LLC4,269$645K0.17%+1113F-HRTimeline
Arrowroot Family Office, LLC4,200$633K0.25%+29913F-HRTimeline
Kathmere Capital Management, LLC4,101$619K0.04%+61013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,086$615K<0.01%-89813F-HRTimeline
Strategic Blueprint, LLC4,024$607K0.03%-6,97013F-HRTimeline
Sanctuary Advisors, LLC3,966$598K<0.01%-50513F-HR/ATimeline
Cambridge Investment Research Advisors,…3,820$576K<0.01%-1813F-HRTimeline
Security Financial Services, INC.3,679$555K0.09%+6113F-HRTimeline
Creative Planningin group Creative Planning3,670$553K<0.01%+113F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,499$530K0.13%+113F-HRTimeline
Private Advisor Group, LLC3,400$513K<0.01%-10013F-HRTimeline
Destiny Wealth Partners, LLC3,129$472K0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,970$448K<0.01%-5713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,878$434K<0.01%-1,18213F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,866$412K0.01%+1,43313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,538$383K<0.01%+68513F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC2,365$357K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,295$346K0.01%+2013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,097$316K0.02%+113F-HRTimeline
Vise Technologies, Inc.2,091$315K0.01%new13F-HRTimeline
WealthCare Investment Partners, LLC2,044$309K0.1%+58813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$302K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,755$265K<0.01%+513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,742$263K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,594$240K0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,574$237K0.14%+3013F-HRTimeline
Blackston Financial Advisory Group, LLC1,446$218K0.13%-6813F-HR/ATimeline
United Advisor Group, LLC1,380$208K0.03%new13F-HRTimeline
Quotient Wealth Partners, LLC1,354$204K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,330$201K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.900$136K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG756$114K<0.01%-1,67613F-HRTimelineGroup
IFP Advisors, Inc735$111K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC695$105K<0.01%+29513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$90.5K<0.01%013F-HRTimelineGroup
COMERICA BANK580$87.5K<0.01%-3813F-HRTimeline
FIRST COMMUNITY TRUST NA450$67.9K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc442$66.7K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC378$57K<0.01%-18313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY373$56.3K<0.01%+113F-HR/ATimelineGroup
Tidemark, LLC278$41.9K0.01%013F-HRTimeline
McIlrath & Eck, LLC274$41.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC245$37K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors214$32.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.213$32.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC207$31.2K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC204$30.8K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC177$26.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.129$19.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc117$17.6K<0.01%-3113F-HRTimeline
City State Bank100$15.1K<0.01%013F-HRTimeline
LRI Investments, LLC82$12.4K<0.01%-1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68$10.3K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42$6.33K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC36$5.36K<0.01%+113F-HRTimeline
FSA Wealth Management LLC26$4.86K<0.01%-3013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$73<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
FMR LLCin group FMR LLC0$46<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.