Vault-13

VANGUARD WELLINGTON FD VFQY

US QUALITY · ETP · CUSIP 921935706

85 institutional holders +4 vs Q1 2025
1,151,9441.2m shares reported held*
$165.7mreported value*
7 new 31 added 21 reduced 3 sold out net bought ≈ $15.6m (+108.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $143.85. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 47Q4 22: 54Q1 23: 56Q2 23: 58Q3 23: 58Q4 23: 70Q1 24: 72Q2 24: 71Q3 24: 77Q4 24: 86Q1 25: 81Q2 25: 8585Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202247
Q4 202254
Q1 202356
Q2 202358
Q3 202358
Q4 202370
Q1 202472
Q2 202471
Q3 202477
Q4 202486
Q1 202581
Q2 202585

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 23 bought or addedQ3 23: 21 cut or sold outQ4 23: 31 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 23 cut or sold outQ2 24: 28 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 43 bought or addedQ3 24: 19 cut or sold outQ4 24: 36 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 30 cut or sold outQ2 25: 38 bought or addedQ2 25: 24 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232321
Q4 20233122
Q1 20243423
Q2 20242829
Q3 20244319
Q4 20243622
Q1 20253630
Q2 20253824

Biggest buyers

Pure Financial Advisors, LLC Added +61,048+61.0k
OSAIC HOLDINGS, INC. Added +19,151+19.2k
Total Clarity Wealth Management, Inc. New +9,831+9.8k
Foundations Investment Advisors, LLC Added +6,727+6.7k
BANK OF AMERICA CORP /DE/ Added +5,897+5.9k
NWAM LLC Added +4,305+4.3k
JANE STREET GROUP, LLC New +4,060+4.1k
Genesis Wealth Advisors, LLC Added +3,062+3.1k
RAYMOND JAMES FINANCIAL INC Added +2,842+2.8k
ROYAL BANK OF CANADA Added +2,205+2.2k

Biggest sellers

Hobart Private Capital, LLC Reduced -5,589-5.6k
OLD MISSION CAPITAL LLC Reduced -4,414-4.4k
CITADEL ADVISORS LLC Sold out -3,657-3.7k
COBBLESTONE CAPITAL ADVISORS LLC /NY/ Sold out -1,630-1.6k
Cedar Point Capital Partners, LLC Reduced -1,551-1.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,301-1.3k
LPL Financial LLC Reduced -1,094-1.1k
BEACON FINANCIAL PLANNING, INC Reduced -922-922
Envestnet Portfolio Solutions, Inc. Reduced -919-919
UBS Group AG Reduced -862-862

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Armbruster Capital Management, Inc. 4.80% of their portfolio PITTSFORD, NY 184,463184.5k $26.5m $26.5m 4.80% Reduced -658 -658
2 Foundations Investment Advisors, LLC 0.28% of their portfolio PHOENIX, AZ 122,887122.9k $17.7m $17.7m 0.28% Added +6.7k +6,727
3 Hobart Private Capital, LLC 3.77% of their portfolio CHARLOTTE, NC 115,508115.5k $16.6m $16.6m 3.77% Reduced -5.6k -5,589
4 Pure Financial Advisors, LLC 0.29% of their portfolio SAN DIEGO, CA 112,699112.7k $16.2m $16.2m 0.29% Added +61.0k +61,048
5 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 69,94469.9k $10.1m $10.1m 0.02% Added +1.5k +1,459
6 Cedar Point Capital Partners, LLC 6.90% of their portfolio Cedar Rapids, IA 68,02268.0k $9.8m $9.8m 6.90% Reduced -1.6k -1,551
7 Genesis Wealth Advisors, LLC 5.94% of their portfolio BRAINTREE, MA 55,13155.1k $7.9m $7.9m 5.94% Added +3.1k +3,062
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 37,68737.7k $5.4m $5.4m 0.00% Reduced -1.1k -1,094
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 37,27037.3k $5.4m $5.4m 0.01% Added +19.2k +19,151
10 Professional Financial Advisors, LLC 0.90% of their portfolio NORTH PLATTE, NE 26,99927.0k $3.9m $3.9m 0.90% Added +957 +957
11 Medallion Wealth Advisors, LLC 1.27% of their portfolio FARMINGTON, CT 22,63422.6k $3.3m $3.3m 1.27% Added +1.6k +1,594
12 Capital Advisors, Ltd. LLC 0.39% of their portfolio SHAKER HEIGHTS, OH 22,22422.2k $3.2m $3.2m 0.39% Added +1.9k +1,883
13 BEACON FINANCIAL PLANNING, INC 1.48% of their portfolio HYANNIS, MA 18,49818.5k $2.7m $2.7m 1.48% Reduced -922 -922
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,92614.9k $2.1m $2.1m 0.00% Reduced -26 -26
15 Coastline Trust Co 0.24% of their portfolio PROVIDENCE, RI 14,67314.7k $2.1m $2.1m 0.24% Added +74 +74
16 Chicago Partners Investment Group LLC 0.06% of their portfolio CHICAGO, IL 14,17614.2k $2.1m $2.1m 0.06% Reduced -480 -480
17 Royal Fund Management, LLC 0.20% of their portfolio Lady Lake, FL 12,98913.0k $1.9m $1.9m 0.20% Added +394 +394
18 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,11912.1k $1.7m $1.7m 0.00% Added +39 +39
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,85211.9k $1.7m $1.7m 0.00% Added +2.8k +2,842
20 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 10,99411.0k $1.6m $1.6m 0.08% Added +159 +159
21 NWAM LLC 0.08% of their portfolio MERCER ISLAND, WA 10,06410.1k $1.5m $1.5m 0.08% Added +4.3k +4,305
22 Total Clarity Wealth Management, Inc. 0.40% of their portfolio ST. CHARLES, IL 9,8319.8k $1.4m $1.4m 0.40% New
23 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 9,0359.0k $1.3m $1.3m 0.01% Added +337 +337
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,6098.6k $1.2m $1.2m 0.00% Added +5.9k +5,897
25 INTERACTIVE FINANCIAL ADVISORS, INC. 0.58% of their portfolio New Lenox, IL 8,2218.2k $1.2m $1.2m 0.58% Added +96 +96
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,0546.1k $870.0k $870.0k 0.00% Added +2.2k +2,205
27 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,0216.0k $865.3k $865.3k 0.00% Reduced -919 -919
28 Caitlin John, LLC 0.73% of their portfolio BRIGHTON, MI 5,5765.6k $801.4k $801.4k 0.73% Reduced -820 -820
29 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 5,2485.2k $754.2k $754.2k 0.02% Reduced -4.4k -4,414
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,1275.1k $737.0k $737.0k 0.00% Reduced -73 -73
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,9845.0k $733.5k $733.5k 0.00% Added +27 +27
32 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 4,9705.0k $714.3k $714.3k 0.01% Unchanged
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,7294.7k $679.7k $679.7k 0.00% Added +117 +117
34 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 4,4714.5k $642.6k $642.6k 0.00% Added +924 +924
35 GSG Advisors LLC 0.18% of their portfolio MOUNT LAUREL, NJ 4,2584.3k $611.9k $611.9k 0.18% Added +14 +14
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,0604.1k $583.5k $583.5k 0.00% New
37 Arrowroot Family Office, LLC 0.25% of their portfolio MARINA DEL REY, CA 3,9013.9k $560.7k $560.7k 0.25% First filing
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,8383.8k $552.0k $552.0k 0.00% Reduced -261 -261
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,6693.7k $527.2k $527.2k 0.00% Added +1.9k +1,920
40 Security Financial Services, INC. 0.09% of their portfolio Fort Wayne, IN 3,6183.6k $520.0k $520.0k 0.09% Added +3 +3
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,5003.5k $503.0k $503.0k 0.00% Unchanged
42 Kraft, Davis & Associates, LLC 0.14% of their portfolio St. Louis, MO 3,4983.5k $517.5k $517.5k 0.14% Unchanged
43 Kathmere Capital Management, LLC 0.04% of their portfolio WAYNE, PA 3,4913.5k $501.7k $501.7k 0.04% Added +405 +405
44 Destiny Wealth Partners, LLC 0.06% of their portfolio TAVARES, FL 3,1293.1k $449.7k $449.7k 0.06% Unchanged
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,4532.5k $352.5k $352.5k 0.00% Reduced -1.3k -1,301
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4322.4k $349.5k $349.5k 0.00% Reduced -862 -862
47 Walkner Condon Financial Advisors LLC 0.06% of their portfolio MADISON, WI 2,3652.4k $339.9k $339.9k 0.06% Unchanged
48 Root Financial Partners, LLC 0.03% of their portfolio ENCINITAS, CA 2,3092.3k $331.9k $331.9k 0.03% Reduced -438 -438
49 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 2,2752.3k $327.0k $327.0k 0.01% Added +437 +437
50 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 2,0962.1k $301.0k $301.0k 0.02% Reduced -63 -63
51 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 2,0002.0k $287.4k $287.4k 0.02% Unchanged
52 Cannon Wealth Management Services, LLC 0.23% of their portfolio WINSTON SALEM, NC 1,9522.0k $280.5k $280.5k 0.23% New
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,8531.9k $266.3k $266.3k 0.00% Reduced -371 -371
54 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,7501.8k $251.5k $251.5k 0.00% Added +5 +5
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 1,7421.7k $250.4k $250.4k 0.00% Unchanged
56 MELFA WEALTH MANAGEMENT, INC. 0.14% of their portfolio WESTBOROUGH, MA 1,5441.5k $222.0k $222.0k 0.14% Added +16 +16
57 Blackston Financial Advisory Group, LLC 0.14% of their portfolio THE VILLAGES, FL 1,5141.5k $217.7k $217.7k 0.14% Unchanged
58 WealthCare Investment Partners, LLC 0.08% of their portfolio PORTSMOUTH, RI 1,4561.5k $214.3k $214.3k 0.08% New
59 Synergy Asset Management, LLC 0.02% of their portfolio VANCOUVER, WA 1,4331.4k $206.0k $206.0k 0.02% New
60 Center for Financial Planning, Inc. 0.01% of their portfolio SOUTHFIED, MI 900900 $129.3k $129.3k 0.01% Unchanged
61 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 735735 $105.7k $105.7k 0.00% Unchanged
62 COMERICA BANK 0.00% of their portfolio DALLAS, TX 618618 $88.8k $88.8k 0.00% Unchanged
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 600600 $86.2k $86.2k 0.00% Unchanged
64 Beaird Harris Wealth Management, LLC 0.01% of their portfolio DALLAS, TX 561561 $80.7k $80.7k 0.01% Reduced -49 -49
65 FIRST COMMUNITY TRUST NA 0.05% of their portfolio DUBUQUE, IA 450450 $64.7k $64.7k 0.05% Reduced -451 -451
66 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 442442 $63.5k $63.5k 0.02% New
67 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 400400 $57.5k $57.5k 0.00% Unchanged
68 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 372372 $53.5k $53.5k 0.00% Reduced -698 -698
69 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 278278 $40.0k $40.0k 0.01% Unchanged
70 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 274274 $39.4k $39.4k 0.00% Reduced -226 -226
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 245245 $35.0k $35.0k 0.00% Unchanged
72 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 214214 $30.7k $30.7k 0.00% Added +69 +69
73 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 206206 $29.7k $29.7k 0.00% Unchanged
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 204204 $29.3k $29.3k 0.00% Unchanged
75 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 148148 $21.3k $21.3k 0.00% Added +109 +109
76 Raleigh Capital Management Inc. 0.01% of their portfolio CARY, NC 129129 $18.6k $18.6k 0.01% Unchanged
77 City State Bank 0.00% of their portfolio NORWALK, IA 100100 $14.4k $14.4k 0.00% Unchanged
78 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 9696 $13.8k $13.8k 0.00% Unchanged
79 FSA Wealth Management LLC 0.00% of their portfolio Needham, MA 5656 $9.8k $9.8k 0.00% Added +1 +1
80 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 5555 $7.9k $7.9k 0.00% New
81 TD Capital Management LLC 0.00% of their portfolio MEMPHIS, TN 3535 $5.1k $5.1k 0.00% Unchanged
82 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3434 $4.9k $4.9k 0.00% Unchanged
83 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2020 $2.9k $2.9k 0.00% Unchanged
84 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $79 $79 0.00% Unchanged
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged