Purchases and Sales Made in Q3 2022 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.88K+ 26.36% |
$338K - $396K
|
18.6K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.8KNew |
$331K - $388K
|
3.8K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.43KNew |
$212K - $248K
|
2.43K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 70.07% |
$101K - $119K
|
2.82K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
812+ 5.69% |
$70.7K - $82.9K
|
15.1K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
779+ 2.52% |
$67.9K - $79.5K
|
31.7K
$4.32M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
502+ 6.26% |
$43.7K - $51.2K
|
8.52K
$1.16M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
57New |
$4.96K - $5.82K
|
57
$7.77K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45+ 0.39% |
$3.92K - $4.59K
|
11.7K
$1.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.67% |
$174 - $204
|
122
$16.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$87.1 - $102
|
1
$136
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-251- 55.65% |
$21.9K - $25.6K
|
200
$27.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-794- 65.46% |
$69.2K - $81K
|
419
$57.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-888- 9.72% |
$77.3K - $90.6K
|
8.24K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.02K- 8.29% |
$611K - $716K
|
77.6K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.68K- 87.84% |
$669K - $784K
|
1.06K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.8K- 6.5% |
$1.55M - $1.82M
|
256K
$34.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-55.8K- 27.95% |
$4.86M - $5.69M
|
144K
$19.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-92.1K- 28.97% |
$8.02M - $9.4M
|
226K
$30.8M
|