Purchases and Sales Made in Q2 2022 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
10.1K+ 3.3% |
$905K - $1.07M
|
318K
$43.3M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.88K+ 2.58% |
$614K - $726K
|
274K
$37.3M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
5.56K+ 7.03% |
$496K - $587K
|
84.6K
$11.5M
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
4.61KNew |
$411K - $486K
|
4.61K
$628K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.9K+ 46.51% |
$259K - $306K
|
9.13K
$1.24M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$213K - $252K
|
2.39K
$325K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 6.86% |
$177K - $209K
|
30.9K
$4.21M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.91K+ 14.9% |
$170K - $201K
|
14.7K
$2M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$119K - $140K
|
1.33K
$181K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 173.43% |
$93.8K - $111K
|
1.66K
$226K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
744+ 158.64% |
$66.4K - $78.5K
|
1.21K
$165K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
724+ 15.06% |
$64.6K - $76.4K
|
5.53K
$754K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
604+ 0.3% |
$53.9K - $63.7K
|
200K
$27.2M
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
451New |
$40.2K - $47.6K
|
451
$61.5K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
420+ 9.79% |
$37.5K - $44.3K
|
4.71K
$642K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
120New |
$10.7K - $12.7K
|
120
$16.4K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$1.34K - $1.58K
|
15
$2.04K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
$1.34K - $1.58K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-120Closed |
$10.7K - $12.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-217- 1.83% |
$19.4K - $22.9K
|
11.7K
$1.59M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-822- 21.22% |
$73.3K - $86.8K
|
3.05K
$416K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.07K- 11.78% |
$95.6K - $113K
|
8.02K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.01KClosed |
$269K - $318K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.65KClosed |
$325K - $385K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.17KClosed |
$372K - $440K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-19.6K- 57.82% |
$1.75M - $2.07M
|
14.3K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-22.4K- 71.95% |
$2M - $2.37M
|
8.74K
$1.19M
|