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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

94 managers (94 13F filers) reported a position in VFQY shares at 2025-12-31, 1,141,428 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
94
13F filers
94
New
13
Added
34
Reduced
25
Sold out
6
Shares held by filers
1,141,428

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.186,040$28.5M4.79%-1,44313F-HRTimeline
Foundations Investment Advisors, LLC129,734$19.9M0.26%+3,47713F-HRTimeline
Pure Financial Advisors, LLC117,076$18M0.27%+3,16113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth77,777$11.9M0.01%-1,74613F-HRTimelineGroup
Cedar Point Capital Partners, LLC67,138$10.3M6.58%-1,82313F-HRTimeline
Genesis Wealth Advisors, LLC57,030$8.75M5.99%+1,17413F-HRTimeline
Hobart Private Capital, LLC47,769$7.33M1.43%-42,93113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,878$6.12M0.01%+1,48813F-HRTimelineGroup
LPL Financial LLC39,270$6.02M<0.01%+1,26013F-HRTimeline
Professional Financial Advisors, LLC27,663$4.24M0.87%-12513F-HRTimeline
Cannon Wealth Management Services, LLC26,534$4.07M2.87%+22,06113F-HRTimeline
Medallion Wealth Advisors, LLC26,163$4.01M1.35%+1,54613F-HRTimeline
Capital Advisors, Ltd. LLC23,817$3.65M0.41%+1,56613F-HRTimeline
BEACON FINANCIAL PLANNING, INC19,040$2.92M1.41%+14313F-HRTimeline
M Holdings Securities, Inc.16,417$2.52M0.18%new13F-HRTimeline
Royal Fund Management, LLC15,389$2.37M0.22%+3,17313F-HRTimeline
Coastline Trust Co14,386$2.21M0.21%-6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,140$2.17M<0.01%+2,63413F-HRTimelineGroup
Chicago Partners Investment Group LLC12,081$1.91M0.05%-2,09513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,191$1.87M<0.01%+3913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,860$1.36M<0.01%-3,44213F-HRTimelineGroup
Root Financial Partners, LLC7,914$1.21M0.06%+1,89213F-HRTimeline
Integrated Wealth Concepts LLC7,724$1.18M0.01%-1,91713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,696$1.18M0.76%-28813F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC6,145$943K<0.01%+36713F-HRTimelineGroup
OLD MISSION CAPITAL LLC5,804$890K0.03%+1,02313F-HRTimeline
Caitlin John, LLC5,550$851K0.56%+11413F-HRTimeline
Vise Technologies, Inc.5,533$849K0.02%+3,44213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,311$815K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.4,970$762K<0.01%013F-HRTimeline
National Philanthropic Trust4,862$746K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,612$708K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,387$693K<0.01%+30113F-HRTimeline
Kathmere Capital Management, LLC4,349$667K0.05%+24813F-HRTimeline
GSG Advisors LLC4,283$657K0.17%+1413F-HRTimeline
Arrowroot Family Office, LLC4,141$635K0.23%-5913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,077$625K<0.01%-1,33113F-HRTimeline
Cambridge Investment Research Advisors,…4,063$623K<0.01%+24313F-HRTimeline
BIP Wealth, LLC3,822$586K0.02%new13F-HRTimeline
NWAM LLC3,629$575K0.03%-8,63313F-HRTimeline
Security Financial Services, INC.3,683$565K0.09%+413F-HRTimeline
Creative Planningin group Creative Planning3,626$556K<0.01%-4413F-HRTimelineGroup
Sanctuary Advisors, LLC3,622$556K<0.01%-34413F-HRTimeline
Kraft, Davis & Associates, LLC3,434$542K0.12%-6513F-HRTimeline
Private Advisor Group, LLC3,400$522K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,311$508K<0.01%+43313F-HRTimelineGroup
Destiny Wealth Partners, LLC3,129$496K0.06%013F-HRTimeline
AE Wealth Management LLC3,199$491K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,965$455K<0.01%-513F-HRTimelineGroup
WealthCare Investment Partners, LLC2,548$392K0.11%+50413F-HRTimeline
Walkner Condon Financial Advisors LLC2,365$363K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,080$319K0.02%-1713F-HRTimeline
Dynamic Advisor Solutions LLC2,045$314K0.01%+45113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$307K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,790$275K<0.01%-74813F-HRTimelineGroup
Aptus Capital Advisors, LLC1,761$270K<0.01%+613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,607$247K<0.01%-13513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.1,593$244K0.14%+1913F-HRTimeline
&PARTNERS1,473$226K<0.01%new13F-HRTimeline
Blackston Financial Advisory Group, LLC1,448$222K0.14%+213F-HRTimeline
United Advisor Group, LLC1,380$212K0.03%013F-HRTimeline
Quotient Wealth Partners, LLC1,343$206K0.01%-1113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,333$204K<0.01%-96213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$153K<0.01%+40013F-HRTimelineGroup
Center for Financial Planning, Inc.900$138K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG756$116K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc736$113K<0.01%+113F-HRTimeline
COMERICA BANK580$89K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC574$88.1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY457$70.1K<0.01%+8413F-HR/ATimelineGroup
FIRST COMMUNITY TRUST NA450$69K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc442$67.8K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…438$67.2K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC302$46.3K<0.01%-7613F-HRTimeline
Tidemark, LLC278$42.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC274$42K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC245$38K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors215$33K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC207$31.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC204$31.3K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL170$26.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…160$24.5K<0.01%+9213F-HR/ATimelineGroup
Horizon Investments, LLC132$20.2K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.129$19.9K0.01%013F-HRTimeline
City State Bank100$15.3K<0.01%013F-HRTimeline
LRI Investments, LLC69$10.6K<0.01%-1313F-HRTimeline
AdvisorNet Financial, Inc67$10.2K<0.01%-5013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42$6.44K<0.01%013F-HR/ATimelineGroup
Triumph Capital Management37$5.68K<0.01%new13F-HRTimeline
TD Capital Management LLC36$5.47K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20$3.11K<0.01%+2013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7$1.07K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$141<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC0$47<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.