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VFQYVFQY
3 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in VANGUARD WELLINGTON FD

AE Wealth Management LLC holds 4,380 shares of VFQY (VANGUARD WELLINGTON FD), worth $745,870 as of 2026-Q2. The position was decreased (-9.4% shares). VFQY represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$745,870

Current Shares

4,380

Total Value Change

+$255,111

Total Shares Change

+1,181

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,380
-9.4%
$745,8700.0%$170.29
0
2026-Q1
Increased
4,837
+51.2%
$721,8400.0%$156.78
34
2025-Q4
New
3,199
-
$490,7590.0%$155.32
33

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

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