Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
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Equity / US QUALITY
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Number of holders
-
40
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Total shares
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670K
-
Shares change
-
+62.7K
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Total reported value, excl. options
-
$65.7M
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Value change
-
+$5.55M
-
Number of buys
-
19
-
Number of sells
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-10
-
Price
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$97.96
Significant Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q2 2022
40 filings reported holding VFQY - VANGUARD WELLINGTON FD - US QUALITY as of Q2 2022.
VANGUARD WELLINGTON FD - US QUALITY (VFQY) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 670K shares
.
Largest 10 shareholders include Armbruster Capital Management, Inc. (160K shares), Symmetry Partners, LLC (117K shares), Compass Advisory Group LLC (88.7K shares), GYL Financial Synergies, LLC (55.8K shares), Pure Financial Advisors, LLC (39.7K shares), CITADEL ADVISORS LLC (26.1K shares), Curran Financial Partners, LLC (23.3K shares), Smart Money Group LLC (21.6K shares), Professional Financial Advisors, LLC (21.1K shares), and Capital Advisors, Ltd. LLC (18.6K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.