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VFQYVFQY
12 quarters

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

Envestnet Portfolio Solutions, Inc. holds 3,783 shares of VFQY (VANGUARD WELLINGTON FD), worth $644,201 as of 2026-Q2. The position was decreased (-5.5% shares). VFQY represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

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%$156.78
0
2025-Q4
Increased
6,145
+6.3%
$942,7370.0%$155.32
27
2025-Q3
Decreased
5,778
-4.0%
$871,4040.0%$150.11
0
2025-Q2
Decreased
6,021
-13.2%
$865,2970.0%$142.44
0
2025-Q1
Increased
6,940
+0.7%
$927,5230.0%$131.77
25
2024-Q4
Decreased
6,890
-1.9%
$970,6910.0%$139.13
0
2024-Q3
Decreased
7,026
-4.2%
$1M0.0%$140.63
0
2024-Q2
Decreased
7,337
-18.7%
$983,8150.0%$131.55
0
2024-Q1
Decreased
9,025
-18.1%
$1.2M0.0%$133.81
0
2023-Q4
Decreased
11,025
-8.8%
$1.4M0.0%$123.22
0
2023-Q3
New
12,091
-
$1.4M0.0%$109.00
35

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

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