How many shares of VFQY does OSAIC HOLDINGS, INC. own?

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 40,824 shares of VFQY (VANGUARD WELLINGTON FD).

What is OSAIC HOLDINGS, INC.'s VFQY position worth?

As of 2026-Q2, OSAIC HOLDINGS, INC.'s VFQY position is worth $7M.

In 2026-Q2, OSAIC HOLDINGS, INC. increased their VFQY position (+109.2% change in shares).

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in VFQY in 2021-Q1. They have held the position across 22 quarters.

Position history for OSAIC HOLDINGS, INC.'s holdings in VANGUARD WELLINGTON FD

Current Value

$7M

Current Shares

40,824

Total Value Change

+$6.3M

Total Shares Change

+35,120

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	40,824	+109.2%	$7M	0.0%	$170.29	44
2026-Q1	Decreased	19,515	-51.1%	$2.9M	0.0%	$156.78	0
2025-Q4	Increased	39,878	+3.9%	$6.1M	0.0%	$155.32	28
2025-Q3	Increased	38,390	+3.0%	$5.8M	0.0%	$150.11	28
2025-Q2	Increased	37,270	+105.7%	$5.4M	0.0%	$142.44	44
2025-Q1	Increased	18,119	+2981.5%	$2.4M	0.0%	$131.77	42
2024-Q4	Decreased	588	-13.7%	$82,842	0.0%	$139.13	0
2024-Q3	Increased	681	+90.2%	$97,300	0.0%	$140.63	34
2024-Q2	Decreased	358	-64.3%	$48,003	0.0%	$131.55	0
2024-Q1	Increased	1,002	+2.8%	$137,150	0.0%	$133.81	23
2023-Q4	Decreased	975	-19.4%	$123,288	0.0%	$123.22	0
2023-Q3	Decreased	1,210	-48.8%	$135,879	0.0%	$109.00	0
2023-Q2	Decreased	2,364	-26.1%	$269,236	0.0%	$109.43	0
2023-Q1	Increased	3,198	+0.5%	$345,567	0.0%	$102.60	24
2022-Q4	Increased	3,182	+6.0%	$334,000	0.0%	$100.61	25
2022-Q3	Decreased	3,002	-1.2%	$286,000	0.0%	$91.99	0
2022-Q2	Increased	3,039	+54.0%	$299,000	0.0%	$94.19	33
2022-Q1	Decreased	1,973	-0.5%	$229,000	0.0%	$111.73	0
2021-Q4	New	1,983	-	$250,000	0.0%	$119.58	32
2021-Q3	Exited	0	-100.0%	$0	0.0%	$111.72	0
2021-Q2	Increased	5,940	+4.1%	$706,000	0.0%	$111.76	26
2021-Q1	New	5,704	-	$640,000	0.0%	$104.58	34