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Disclosery

VFQY VANGUARD WELLINGTON FD

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US QUALITY (fund)

97 managers (97 13F filers) reported a position in VFQY shares at 2026-03-31, 1,084,939 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
97
13F filers
97
New
9
Added
27
Reduced
31
Sold out
6
Shares held by filers
1,084,939

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.190,437$28.4M4.66%+4,39713F-HRTimeline
Foundations Investment Advisors, LLC144,063$21.5M0.27%+14,32913F-HRTimeline
Pure Financial Advisors, LLC136,998$20.4M0.29%+19,92213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth75,307$11.2M0.01%-2,47013F-HRTimelineGroup
Genesis Wealth Advisors, LLC59,399$8.86M5.92%+2,36913F-HRTimeline
Hobart Private Capital, LLC47,470$7.08M1.39%-29913F-HRTimeline
BEACON FINANCIAL PLANNING, INC28,092$4.19M1.62%+9,05213F-HRTimeline
LPL Financial LLC28,005$4.18M<0.01%-11,26513F-HRTimeline
Cannon Wealth Management Services, LLC27,819$4.15M2.81%+1,28513F-HRTimeline
Medallion Wealth Advisors, LLC27,474$4.1M1.34%+1,31113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,382$3.34M<0.01%+13,52213F-HRTimelineGroup
Capital Advisors, Ltd. LLC22,054$3.29M0.37%-1,76313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,515$2.91M<0.01%-20,36313F-HRTimelineGroup
Royal Fund Management, LLC16,839$2.52M0.24%+1,45013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,300$2.28M<0.01%new13F-HRTimelineGroup
M Holdings Securities, Inc.14,052$2.22M0.15%-2,36513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,802$2.21M<0.01%+66213F-HRTimelineGroup
Coastline Trust Co14,226$2.12M0.21%-16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP12,929$1.93M<0.01%+73813F-HRTimelineGroup
Chicago Partners Investment Group LLC11,795$1.88M0.04%-28613F-HRTimeline
Root Financial Partners, LLC12,064$1.8M0.08%+4,15013F-HRTimeline
Integrated Wealth Concepts LLC9,076$1.35M0.01%+1,35213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,306$1.24M0.81%+61013F-HRTimeline
Vise Technologies, Inc.5,533$849K0.02%013F-HRTimeline
Caitlin John, LLC5,333$796K0.48%-21713F-HRTimeline
D.A. DAVIDSON & CO.4,922$735K<0.01%-4813F-HRTimeline
National Philanthropic Trust4,862$726K0.01%013F-HRTimeline
AE Wealth Management LLC4,837$722K<0.01%+1,63813F-HRTimeline
Kathmere Capital Management, LLC4,349$649K0.04%013F-HRTimeline
GSG Advisors LLC4,296$641K0.17%+1313F-HRTimeline
Zhang Financial LLC4,254$635K0.02%new13F-HRTimeline
Arrowroot Family Office, LLC4,242$633K0.21%+10113F-HR/ATimeline
Cambridge Investment Research Advisors,…4,079$609K<0.01%+1613F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC4,002$597K<0.01%-2,14313F-HRTimelineGroup
Sanctuary Advisors, LLC3,534$527K<0.01%-8813F-HRTimeline
Creative Planningin group Creative Planning3,454$515K<0.01%-17213F-HRTimelineGroup
WealthCare Investment Partners, LLC3,401$509K0.14%+85313F-HRTimeline
BIP Wealth, LLC3,404$508K0.02%-41813F-HRTimeline
Security Financial Services, INC.3,388$506K0.08%-29513F-HRTimeline
NWAM LLC3,341$499K0.03%-28813F-HRTimeline
Kraft, Davis & Associates, LLC3,119$497K0.11%-31513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,318$495K<0.01%-75913F-HRTimeline
Private Advisor Group, LLC3,150$470K<0.01%-25013F-HRTimeline
Destiny Wealth Partners, LLC3,129$467K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,940$439K<0.01%-2513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,766$413K<0.01%+1,15913F-HRTimelineGroup
Professional Financial Advisors, LLC2,373$354K0.07%-25,29013F-HRTimeline
Walkner Condon Financial Advisors LLC2,365$353K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,261$340K<0.01%-2,12613F-HRTimeline
Dynamic Advisor Solutions LLC2,172$324K0.01%+12713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,057$307K0.02%-2313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,000$298K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,766$264K<0.01%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,802$263K<0.01%+1213F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.1,645$246K0.14%+5213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,520$227K<0.01%new13F-HRTimeline
&PARTNERS1,473$220K<0.01%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,422$212K0.13%-2613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,410$210K<0.01%+7713F-HRTimelineGroup
United Advisor Group, LLC1,380$206K0.03%013F-HRTimeline
Quotient Wealth Partners, LLC1,343$200K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$149K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.900$134K0.01%013F-HRTimeline
IFP Advisors, Inc736$110K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC634$94.6K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.531$79.2K<0.01%new13F-HRTimeline
Basepoint Wealth LLC508$75.8K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…494$73.7K<0.01%new13F-HRTimelineGroup
FIRST COMMUNITY TRUST NA450$67.2K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc442$66K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG381$56.9K<0.01%-37513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY335$50K<0.01%-12213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC302$45.1K<0.01%013F-HRTimeline
Tidemark, LLC278$41.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC274$40.9K<0.01%013F-HRTimeline
Horizon Investments, LLC264$39.4K<0.01%+13213F-HRTimeline
CWM, LLCin group CWM, LLC245$36.6K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…218$32.7K<0.01%-22013F-HRTimeline
JNBA Financial Advisors216$32.2K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.213$31.8K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC206$30.8K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC204$30.6K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL170$25.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…159$23.7K<0.01%-113F-HRTimelineGroup
CoreCap Advisors, LLC138$20.6K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.129$19.3K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC114$17K<0.01%13F-HRTimelineGroup
City State Bank100$14.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc67$9.99K<0.01%013F-HRTimeline
LRI Investments, LLC61$9.12K<0.01%-813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42$6.27K<0.01%013F-HRTimelineGroup
Triumph Capital Management37$5.52K<0.01%013F-HRTimeline
TD Capital Management LLC36$5.34K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7$1.04K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$137<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$104<0.01%-1913F-HR/ATimelineGroup
FMR LLCin group FMR LLC0$46<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.