Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

VFQYVFQY
19 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

Yes. Commonwealth Equity Services holds 3,022 shares of VFQY, worth $514,570, as of its Q2 2026 13F filing. It reduced the position by 296 shares (-8.9%) from Q1 2026. Commonwealth Equity Services has held VFQY since Q4 2023, across 11 quarterly 13F filings.

Current Value

$514,570

Current Shares

3,022

Total Value Change

-$70,430

Total Shares Change

-4,359

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,022
-8.9%
$514,5700.0%$170.29
0
2026-Q1
Decreased
3,318
-18.6%
$495,1400.0%$148.83
0
2025-Q4
Decreased
4,077
-24.6%
$625,3900.0%$152.55
0
2025-Q3
Increased
5,408
+5.5%
$816,0000.0%$149.49
26
2025-Q2
Decreased
5,127
-1.4%
$737,0000.0%$142.07
0
2025-Q1
Increased
5,200
+1.7%
$695,0000.0%$131.69
25
2024-Q4
Increased
5,113
+1.3%
$720,0000.0%$138.38
25
2024-Q3
Increased
5,046
+220.4%
$721,0000.0%$139.81
40
2024-Q2
Decreased
1,575
-15.3%
$211,0000.0%$130.81
0
2024-Q1
Increased
1,860
+9.7%
$255,0000.0%$133.05
25
2023-Q4
New
1,695
-
$214,0000.0%$122.53
32
2022-Q4
Exited
0
-100.0%
$00.0%$100.04
0
2022-Q3
Decreased
2,186
-0.6%
$208,0000.0%$90.47
0
2022-Q2
Increased
2,200
+12.9%
$215,0000.0%$92.68
26
2022-Q1
Increased
1,949
+15.5%
$226,0000.0%$109.56
26
2021-Q4
New
1,688
-
$213,0000.0%$118.73
32
2019-Q3
Exited
0
-100.0%
$00.0%$72.66
0
2019-Q2
Decreased
5,960
-19.3%
$474,0000.0%$72.50
0
2019-Q1
First report
7,381
-
$585,0000.0%$71.94
0

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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