VANGUARD WELLINGTON FD

Watch

Share

VFQY·921935706·US·ETF

VFQY (VANGUARD WELLINGTON FD) is held by 37 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($12.8M), OSAIC HOLDINGS, INC. ($7M), LPL Financial LLC ($6.2M). Net institutional sentiment: Mixed.

37

Holders

(6 Elite)

$51.8M

Total Value

55% (29)

Consensus

16 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)58

Insider (Form 4)79

Activist (13D/13G)37

Congressional (STOCK Act)75

Holder Quality

33

★★★★★

Elite

61

★★★★

Strong

41

★★★

Solid

79

★★

Below

14

★

Weak

Held by 37 funds

6 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for VFQY.

Top Holders

Top Holders (37)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	74,972(-0.4%)	$12.8M	0.0%	+24.59%	0
OSAIC HOLDINGS, INC.	Increased	40,824(+109.2%)	$7M	0.0%	+12.52%	44
LPL Financial LLC	Increased	36,190(+29.2%)	$6.2M	0.0%	+26.52%	34
WAWealthspire Advisors, LLC	New	34,325	$5.8M	0.0%	+2.27%	38
RAYMOND JAMES FINANCIAL INC	Decreased	20,861(-6.8%)	$3.6M	0.0%	+19.99%	0
Corient Private Wealth LP	Increased	17,134(+32.5%)	$2.9M	0.0%	+25.40%	34
BANK OF AMERICA CORP /DE/	Increased	16,825(+13.7%)	$2.9M	0.0%	+18.45%	30
IWIntegrated Wealth Concepts LLC	Decreased	8,891(-2.0%)	$1.5M	0.0%	+37.07%	0
TWO SIGMA INVESTMENTS, LP	Decreased	8,600(-43.8%)	$1.5M	0.0%	+17.02%	0
D.A. DAVIDSON & CO.	Unchanged	4,922	$838,167	0.0%	+139.39%	0
AE Wealth Management LLC	Decreased	4,380(-9.4%)	$745,870	0.0%	+15.12%	0
Envestnet Portfolio Solutions, Inc.	Decreased	3,783(-5.5%)	$644,201	0.0%	+56.65%	0
Sanctuary Advisors, LLC	Increased	3,537(+0.1%)	$602,239	0.0%	+20.79%	24
Creative Planning	Unchanged	3,454	$588,194	0.0%	+30.06%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	3,168(+40.1%)	$543,161	0.0%	+33.06%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3,022(-8.9%)	$514,570	0.0%	+28.56%	0
ROYAL BANK OF CANADA	Increased	2,947(+0.2%)	$502,000	0.0%	+24.58%	24
Private Advisor Group, LLC	Decreased	2,812(-10.7%)	$478,855	0.0%	+91.63%	0
Cerity Partners LLC	Decreased	2,743(-0.8%)	$467,105	0.0%	+38.11%	0
JPMORGAN CHASE & CO	Increased	1,871(+3.8%)	$317,007	0.0%	+18.98%	17

Showing 1-20 of 39

Per page:

1 / 2

VFQYVANGUARD WELLINGTON FD

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSPDR S&P 500 ETF TRUST

296 holders · $348.5B

IVVISHARES CORE S&P 500 ETF

263 holders · $566.9B

QQQINVESCO QQQ TRUST SERIES 1

246 holders · $125.8B

VOOVANGUARD S&P 500 ETF

246 holders · $265B

IWMISHARES RUSSELL 2000 ETF

242 holders · $68.1B

GLDSPDR GOLD SHARES

238 holders · $33.2B

XLFFINANCIAL SELECT SECTOR SPDR

225 holders · $31.5B

XLEENERGY SELECT SECTOR SPDR

223 holders · $17.3B

EFAISHARES MSCI EAFE ETF

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer