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VFQYVFQY
7 quarters

Position history for FWFocus Partners Wealth's holdings in VANGUARD WELLINGTON FD

Focus Partners Wealth holds 74,972 shares of VFQY (VANGUARD WELLINGTON FD), worth $12.8M as of 2026-Q2. The position was decreased (-0.4% shares). VFQY represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$12.8M

Current Shares

74,972

Total Value Change

-$6.4M

Total Shares Change

-61,050

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
74,972
-0.4%
$12.8M0.0%$170.29
0
2026-Q1
Decreased
75,307
-3.2%
$11.2M0.0%$156.78
0
2025-Q4
Decreased
77,777
-2.2%
$11.9M0.0%$155.32
0
2025-Q3
Increased
79,523
+13.7%
$12M0.0%$150.11
32
2025-Q2
Increased
69,944
+2.1%
$10.1M0.0%$142.44
28
2025-Q1
Decreased
68,485
-49.6%
$9.2M0.0%$131.77
0
2024-Q4
New
136,022
-
$19.2M0.0%$139.13
39

Other major holders of VFQY: LPL Financial LLC, OSAIC HOLDINGS, INC.

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