Back to 
AE Wealth Management LLC
AE Wealth Management LLC
VFQY3 quarters
Position history for AE Wealth Management LLC's holdings in VANGUARD WELLINGTON FD
Yes. AE Wealth Management holds 4,380 shares of VFQY, worth $745,870, as of its Q2 2026 13F filing. It reduced the position by 457 shares (-9.5%) from Q1 2026. AE Wealth Management has held VFQY since Q4 2025, across 3 quarterly 13F filings.
Current Value
$745,870
Current Shares
4,380
Total Value Change
+$255,111
Total Shares Change
+1,181
Quarter-by-Quarter History
Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC