Purchases and Sales Made in Q1 2024 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
83.8KNew |
$9.39M - $10.6M
|
83.8K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.62KNew |
$854K - $967K
|
7.62K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
4.04K+ 1.29% |
$453K - $513K
|
317K
$43.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.38K+ 29.77% |
$379K - $429K
|
14.7K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 572.52% |
$336K - $381K
|
3.52K
$480K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 55.9% |
$332K - $376K
|
8.27K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61KNew |
$292K - $331K
|
2.61K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$265K - $300K
|
2.37K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.35K+ 28.13% |
$263K - $298K
|
10.7K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.23KNew |
$250K - $283K
|
2.23K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14KNew |
$240K - $272K
|
2.14K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$219K - $248K
|
1.96K
$267K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84KNew |
$206K - $233K
|
1.84K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.72KNew |
$192K - $218K
|
1.72K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.66KNew |
$186K - $211K
|
1.66K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.41K+ 3.68% |
$158K - $179K
|
39.7K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.23KNew |
$137K - $156K
|
1.23K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
917+ 5.9% |
$103K - $116K
|
16.5K
$2.25M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
624+ 6.87% |
$69.9K - $79.2K
|
9.71K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
325+ 6.72% |
$36.4K - $41.2K
|
5.16K
$704K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
241+ 10.57% |
$27K - $30.6K
|
2.52K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
234+ 6.6% |
$26.2K - $29.7K
|
3.78K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
210New |
$23.5K - $26.6K
|
210
$28.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
133+ 1.76% |
$14.9K - $16.9K
|
7.67K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
126+ 13.52% |
$14.1K - $16K
|
1.06K
$144K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$11.2K - $12.7K
|
100
$13.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$11.2K - $12.7K
|
100
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
68+ 200.0% |
$7.62K - $8.63K
|
102
$13.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66New |
$7.4K - $8.37K
|
66
$9K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.49% |
$4.15K - $4.69K
|
7.66K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.31% |
$560 - $634
|
1.62K
$221K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.38% |
$112 - $127
|
43
$5.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.96% |
$112 - $127
|
50
$6.82K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.96% |
$112 - $127
|
50
$6.82K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.12K - $1.27K
|
4.37K
$596K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 19.38% |
$2.8K - $3.17K
|
104
$14.2K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26- 0.52% |
$2.91K - $3.3K
|
4.93K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90- 4.15% |
$10.1K - $11.4K
|
2.08K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-174- 7.93% |
$19.5K - $22.1K
|
2.02K
$275K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-191- 0.8% |
$21.4K - $24.2K
|
23.7K
$3.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231- 82.21% |
$25.9K - $29.3K
|
50
$6.82K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-247- 2.48% |
$27.7K - $31.3K
|
9.71K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-261- 3.01% |
$29.3K - $33.1K
|
8.42K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-574- 24.69% |
$64.3K - $72.8K
|
1.75K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-627- 1.68% |
$70.3K - $79.6K
|
36.6K
$4.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-793- 1.27% |
$88.9K - $101K
|
61.5K
$8.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$273K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45K- 11.94% |
$162K - $184K
|
10.7K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.41K- 8.87% |
$270K - $306K
|
24.8K
$3.37M
|