Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

VFQYVFQY
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in VANGUARD WELLINGTON FD

Yes. Envestnet Portfolio Solutions holds 3,783 shares of VFQY, worth $644,201, as of its Q2 2026 13F filing. It reduced the position by 219 shares (-5.5%) from Q1 2026. Envestnet Portfolio Solutions has held VFQY in every 13F on record since Q3 2023, 12 quarterly filings.

Current Value

$644,201

Current Shares

3,783

Total Value Change

-$713,739

Total Shares Change

-8,308

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,783
-5.5%
$644,2010.0%$170.29
0
2026-Q1
Decreased
4,002
-34.9%
$597,1760.0%$148.83
0
2025-Q4
Increased
6,145
+6.3%
$942,7370.0%$152.55
27
2025-Q3
Decreased
5,778
-4.0%
$871,4040.0%$149.49
0
2025-Q2
Decreased
6,021
-13.2%
$865,2970.0%$142.07
0
2025-Q1
Increased
6,940
+0.7%
$927,5230.0%$131.69
25
2024-Q4
Decreased
6,890
-1.9%
$970,6910.0%$138.38
0
2024-Q3
Decreased
7,026
-4.2%
$1M0.0%$139.81
0
2024-Q2
Decreased
7,337
-18.7%
$983,8150.0%$130.81
0
2024-Q1
Decreased
9,025
-18.1%
$1.2M0.0%$133.05
0
2023-Q4
Decreased
11,025
-8.8%
$1.4M0.0%$122.53
0
2023-Q3
First report
12,091
-
$1.4M0.0%$108.38
0

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