Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VFQYVFQY
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

Yes. Wealth Enhancement Advisory Services holds 3,111 shares of VFQY, worth $540,630, as of its Q3 2026 13F filing. It reduced the position by 57 shares (-1.8%) from Q2 2026. Wealth Enhancement Advisory Services has held VFQY since Q3 2023, across 13 quarterly 13F filings.

Current Value

$540,630

Current Shares

3,111

Total Value Change

-$88,306

Total Shares Change

-2,489

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
3,111
-1.8%
$540,6300.0%$170.29
0
2026-Q2
Increased
3,168
+40.1%
$543,1610.0%$170.29
32
2026-Q1
Decreased
2,261
-48.5%
$340,2910.0%$148.83
0
2025-Q4
Increased
4,387
+7.4%
$693,2660.0%$152.55
26
2025-Q3
Decreased
4,086
-18.0%
$614,9430.0%$149.49
0
2025-Q2
Increased
4,984
+0.5%
$733,4890.0%$142.07
25
2025-Q1
Increased
4,957
+12.7%
$662,4580.0%$131.69
28
2024-Q4
Increased
4,398
+0.1%
$619,6700.0%$138.38
24
2024-Q3
Decreased
4,393
-25.6%
$627,6830.0%$139.81
0
2024-Q2
Increased
5,905
+0.1%
$791,8320.0%$130.81
25
2024-Q1
Increased
5,900
+5.4%
$807,8870.0%$133.05
26
2023-Q4
Unchanged
5,600
0.0%
$708,2310.0%$122.53
0
2023-Q3
New
5,600
-
$628,9360.0%$108.38
34

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used