Back to WA Wealthspire Advisors, LLC

VFQYVFQY
3 quarters

Position history for WAWealthspire Advisors, LLC's holdings in VANGUARD WELLINGTON FD

Wealthspire Advisors, LLC holds 34,325 shares of VFQY (VANGUARD WELLINGTON FD), worth $5.8M as of 2026-Q2. This is a new position. VFQY represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$5.8M

Current Shares

34,325

Total Value Change

+$5.8M

Total Shares Change

+34,148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
34,325
-
$5.8M0.0%$170.29
38
2025-Q4
Exited
0
-100.0%
$00.0%$155.32
0
2025-Q3
New
177
-
$26,7540.0%$150.11
27

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