Vault-13

VANGUARD WELLINGTON FD VFQY

US QUALITY · ETP · CUSIP 921935706

95 institutional holders -2 vs Q1 2026
1,116,2091.1m shares reported held*
$190.6mreported value*
5 new 34 added 26 reduced 7 sold out net bought ≈ $5.7m (+33.6k 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 ($738.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $170.77.

Trends to Q2 2026

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: 85Q3 25: 89Q4 25: 94Q1 26: 97Q2 26: 9595Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202589
Q4 202594
Q1 202697
Q2 202695

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 49 bought or addedQ3 25: 28 cut or sold outQ4 25: 47 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 38 cut or sold outQ2 26: 39 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244319
Q4 20243622
Q1 20253630
Q2 20253824
Q3 20254928
Q4 20254731
Q1 20263538
Q2 20263933

Biggest buyers

Wealthspire Advisors, LLC New +34,325+34.3k
OSAIC HOLDINGS, INC. Added +21,309+21.3k
Foundations Investment Advisors, LLC Added +10,648+10.6k
LPL Financial LLC Added +8,185+8.2k
Vise Technologies, Inc. Added +5,972+6.0k
Corient Private Wealth LP Added +4,205+4.2k
Cambridge Investment Research Advisors, Inc. Added +4,199+4.2k
Cannon Wealth Management Services, LLC Added +3,518+3.5k
Caitlin John, LLC Added +2,446+2.4k
Integrated Wealth Concepts LLC Added +2,177+2.2k

Biggest sellers

Hobart Private Capital, LLC Reduced -41,436-41.4k
M Holdings Securities, Inc. Sold out -14,052-14.1k
TWO SIGMA INVESTMENTS, LP Reduced -6,700-6.7k
Destiny Wealth Partners, LLC Sold out -3,129-3.1k
Zhang Financial LLC Reduced -3,007-3.0k
BEACON FINANCIAL PLANNING, INC Reduced -2,134-2.1k
RAYMOND JAMES FINANCIAL INC Reduced -1,521-1.5k
&PARTNERS Sold out -1,473-1.5k
Capital Advisors, Ltd. LLC Reduced -1,041-1.0k
Basepoint Wealth LLC Sold out -508-508

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Armbruster Capital Management, Inc. 4.87% of their portfolio PITTSFORD, NY 191,754191.8k $32.7m $32.7m 4.87% Added +1.3k +1,317
2 Foundations Investment Advisors, LLC 0.27% of their portfolio PHOENIX, AZ 154,711154.7k $26.3m $26.3m 0.27% Added +10.6k +10,648
3 Pure Financial Advisors, LLC 0.30% of their portfolio SAN DIEGO, CA 138,331138.3k $23.6m $23.6m 0.30% Added +1.3k +1,333
4 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 74,97275.0k $12.8m $12.8m 0.01% Reduced -335 -335
5 Genesis Wealth Advisors, LLC 6.21% of their portfolio BRAINTREE, MA 60,99661.0k $10.4m $10.4m 6.21% Added +1.6k +1,597
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 40,82440.8k $7.0m $7.0m 0.01% Added +21.3k +21,309
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,19036.2k $6.2m $6.2m 0.00% Added +8.2k +8,185
8 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 34,32534.3k $5.8m $5.8m 0.03% New
9 Cannon Wealth Management Services, LLC 2.92% of their portfolio WINSTON SALEM, NC 31,33731.3k $5.3m $5.3m 2.92% Added +3.5k +3,518
10 Medallion Wealth Advisors, LLC 1.54% of their portfolio FARMINGTON, CT 28,76028.8k $4.9m $4.9m 1.54% Added +1.3k +1,286
11 BEACON FINANCIAL PLANNING, INC 1.50% of their portfolio HYANNIS, MA 25,95826.0k $4.4m $4.4m 1.50% Reduced -2.1k -2,134
12 Capital Advisors, Ltd. LLC 0.36% of their portfolio SHAKER HEIGHTS, OH 21,01321.0k $3.6m $3.6m 0.36% Reduced -1.0k -1,041
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,86120.9k $3.6m $3.6m 0.00% Reduced -1.5k -1,521
14 Royal Fund Management, LLC 0.26% of their portfolio Lady Lake, FL 18,24618.2k $3.1m $3.1m 0.26% Added +1.4k +1,407
15 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 17,13417.1k $2.9m $2.9m 0.00% Added +4.2k +4,205
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 16,82516.8k $2.9m $2.9m 0.00% Added +2.0k +2,023
17 Coastline Trust Co 0.21% of their portfolio PROVIDENCE, RI 13,86013.9k $2.4m $2.4m 0.21% Reduced -366 -366
18 Root Financial Partners, LLC 0.09% of their portfolio ENCINITAS, CA 13,10013.1k $2.2m $2.2m 0.09% Added +1.0k +1,036
19 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 11,54311.5k $1.9m $1.9m 0.04% Reduced -252 -252
20 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 11,50511.5k $2.0m $2.0m 0.02% Added +6.0k +5,972
21 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,25311.3k $2.5m $2.5m 0.01% Added +2.2k +2,177
22 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 8,6008.6k $1.5m $1.5m 0.00% Reduced -6.7k -6,700
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,2788.3k $1.4m $1.4m 0.00% Added +4.2k +4,199
24 INTERACTIVE FINANCIAL ADVISORS, INC. 0.83% of their portfolio New Lenox, IL 8,0248.0k $1.4m $1.4m 0.83% Reduced -282 -282
25 Caitlin John, LLC 0.73% of their portfolio BRIGHTON, MI 7,7797.8k $1.3m $1.3m 0.73% Added +2.4k +2,446
26 Hobart Private Capital, LLC 0.18% of their portfolio CHARLOTTE, NC 6,0346.0k $1.0m $1.0m 0.18% Reduced -41.4k -41,436
27 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 4,9224.9k $838.2k $838.2k 0.00% Unchanged
28 National Philanthropic Trust 0.01% of their portfolio Jenkintown, PA 4,8624.9k $828.0k $828.0k 0.01% Unchanged
29 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,3804.4k $745.9k $745.9k 0.00% Reduced -457 -457
30 Kathmere Capital Management, LLC 0.04% of their portfolio WAYNE, PA 4,3494.3k $740.6k $740.6k 0.04% Unchanged
31 Arrowroot Family Office, LLC 0.21% of their portfolio MARINA DEL REY, CA 4,3294.3k $737.1k $737.1k 0.21% Added +87 +87
32 GSG Advisors LLC 0.16% of their portfolio MOUNT LAUREL, NJ 4,3074.3k $733.4k $733.4k 0.16% Added +11 +11
33 WealthCare Investment Partners, LLC 0.17% of their portfolio PORTSMOUTH, RI 4,1184.1k $701.2k $701.2k 0.17% Added +717 +717
34 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 3,7833.8k $644.2k $644.2k 0.00% Reduced -219 -219
35 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,5373.5k $602.2k $602.2k 0.00% Added +3 +3
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,4543.5k $588.2k $588.2k 0.00% Unchanged
37 NWAM LLC 0.03% of their portfolio MERCER ISLAND, WA 3,3493.3k $570.3k $570.3k 0.03% Added +8 +8
38 Security Financial Services, INC. 0.08% of their portfolio Fort Wayne, IN 3,2963.3k $561.2k $561.2k 0.08% Reduced -92 -92
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,1683.2k $543.2k $543.2k 0.00% Added +907 +907
40 Kraft, Davis & Associates, LLC 0.11% of their portfolio St. Louis, MO 3,1203.1k $524.1k $524.1k 0.11% Added +1 +1
41 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 3,0763.1k $523.7k $523.7k 0.01% Reduced -328 -328
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,0223.0k $514.6k $514.6k 0.00% Reduced -296 -296
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,9472.9k $502.0k $502.0k 0.00% Added +7 +7
44 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,8122.8k $478.9k $478.9k 0.00% Reduced -338 -338
45 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 2,7432.7k $467.1k $467.1k 0.00% Reduced -23 -23
46 Professional Financial Advisors, LLC 0.07% of their portfolio NORTH PLATTE, NE 2,3732.4k $404.1k $404.1k 0.07% Unchanged
47 Walkner Condon Financial Advisors LLC 0.05% of their portfolio MADISON, WI 2,3652.4k $402.7k $402.7k 0.05% Unchanged
48 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 2,1852.2k $372.1k $372.1k 0.01% Added +13 +13
49 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 2,0002.0k $340.6k $340.6k 0.01% Unchanged
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,8711.9k $317.0k $317.0k 0.00% Added +69 +69
51 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 1,6951.7k $288.0k $288.0k 0.01% Reduced -362 -362
52 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5761.6k $268.4k $268.4k 0.00% Reduced -190 -190
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 1,5461.5k $263.3k $263.3k 0.00% New
54 MELFA WEALTH MANAGEMENT, INC. 0.14% of their portfolio WESTBOROUGH, MA 1,5361.5k $261.5k $261.5k 0.14% Reduced -109 -109
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 1,5211.5k $259.0k $259.0k 0.00% Added +1 +1
56 Noble Wealth Partners LLC 0.21% of their portfolio DENVER, CO 1,4511.5k $247.0k $247.0k 0.21% First filing
57 Blackston Financial Advisory Group, LLC 0.14% of their portfolio THE VILLAGES, FL 1,4291.4k $243.3k $243.3k 0.14% Added +7 +7
58 United Advisor Group, LLC 0.02% of their portfolio CINCINNATI, OH 1,3801.4k $235.0k $235.0k 0.02% Unchanged
59 Quotient Wealth Partners, LLC 0.01% of their portfolio DALLAS, TX 1,2951.3k $220.5k $220.5k 0.01% Reduced -48 -48
60 Tidemark, LLC 0.05% of their portfolio SAN DIEGO, CA 1,2601.3k $214.6k $214.6k 0.05% Added +982 +982
61 Zhang Financial LLC 0.01% of their portfolio PORTAGE, MI 1,2471.2k $212.4k $212.4k 0.01% Reduced -3.0k -3,007
62 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 1,2291.2k $209.3k $209.3k 0.00% Reduced -181 -181
63 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,2081.2k $205.8k $205.8k 0.00% New
64 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,1121.1k $189.4k $189.4k 0.00% First filing
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0001.0k $170.3k $170.3k 0.00% Unchanged
66 Center for Financial Planning, Inc. 0.01% of their portfolio SOUTHFIED, MI 900900 $153.3k $153.3k 0.01% Unchanged
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 736736 $125.3k $125.3k 0.00% Unchanged
68 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 634634 $108.0k $108.0k 0.00% Unchanged
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 557557 $94.9k $94.9k 0.00% Added +26 +26
70 FIRST COMMUNITY TRUST NA 0.03% of their portfolio DUBUQUE, IA 450450 $76.6k $76.6k 0.03% Unchanged
71 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 442442 $75.3k $75.3k 0.02% Unchanged
72 UBS Group AG 0.00% of their portfolio ZURICH, V8 409409 $69.6k $69.6k 0.00% Added +28 +28
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 388388 $66.1k $66.1k 0.00% Reduced -106 -106
74 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 335335 $57.0k $57.0k 0.00% Unchanged
75 Beaird Harris Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 302302 $51.4k $51.4k 0.00% Unchanged
76 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 302302 $51.4k $51.4k 0.01% New
77 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 218218 $37.1k $37.1k 0.00% Unchanged
78 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 213213 $36.3k $36.3k 0.00% Unchanged
79 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 207207 $35.2k $35.2k 0.00% Added +1 +1
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 204204 $34.7k $34.7k 0.00% Unchanged
81 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 170170 $28.9k $28.9k 0.00% Unchanged
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 161161 $27.4k $27.4k 0.00% Added +2 +2
83 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 132132 $22.5k $22.5k 0.00% Reduced -132 -132
84 Raleigh Capital Management Inc. 0.01% of their portfolio CARY, NC 129129 $22.0k $22.0k 0.01% Unchanged
85 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 113113 $19.3k $19.3k 0.00% Reduced -1 -1
86 City State Bank 0.00% of their portfolio NORWALK, IA 100100 $17.0k $17.0k 0.00% Unchanged
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8282 $13.9k $13.9k 0.00% Added +81 +81
88 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 6767 $11.4k $11.4k 0.00% Unchanged
89 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5858 $9.9k $9.9k 0.00% New
90 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 5050 $8.5k $8.5k 0.00% Reduced -11 -11
91 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4242 $7.2k $7.2k 0.00% Unchanged
92 Triumph Capital Management 0.00% of their portfolio DENVER, CO 3737 $6.3k $6.3k 0.00% Unchanged
93 TD Capital Management LLC 0.00% of their portfolio MEMPHIS, TN 3636 $6.1k $6.1k 0.00% Unchanged
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 77 $1.2k $1.2k 0.00% Unchanged
95 BlackRock, Inc. 0.00% of their portfolio New York, NY 11 $156 $156 0.00% Unchanged