Purchases and Sales Made in Q4 2022 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
472KNew |
$42.7M - $49.6M
|
472K
$64.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.8KNew |
$5.42M - $6.28M
|
59.8K
$8.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
35K+ 15.51% |
$3.17M - $3.68M
|
261K
$35.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
22.1KNew |
$2M - $2.32M
|
22.1K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 5.75% |
$1.33M - $1.55M
|
271K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.7KNew |
$1.33M - $1.54M
|
14.7K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
14.3KNew |
$1.29M - $1.5M
|
14.3K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 309.5% |
$1.07M - $1.23M
|
15.6K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.32KNew |
$754K - $874K
|
8.32K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
8.27K+ 10.65% |
$748K - $868K
|
85.9K
$11.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
8.11KNew |
$734K - $851K
|
8.11K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.68K+ 722.3% |
$695K - $806K
|
8.74K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.71KNew |
$426K - $494K
|
4.71K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.81KNew |
$345K - $400K
|
3.81K
$519K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$186K - $216K
|
2.06K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83K+ 64.98% |
$166K - $192K
|
4.65K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.58KNew |
$143K - $166K
|
1.58K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3KNew |
$118K - $136K
|
1.3K
$177K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
630+ 315.0% |
$57.1K - $66.1K
|
830
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
198+ 162.3% |
$17.9K - $20.8K
|
320
$43.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
169+ 40.33% |
$15.3K - $17.7K
|
588
$80.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
88+ 3.62% |
$7.97K - $9.24K
|
2.52K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
50New |
$4.53K - $5.25K
|
50
$6.81K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 8.84% |
$1.72K - $1.99K
|
234
$31.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.44% |
$90.6 - $105
|
42
$5.72K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$90.6 - $105
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13- 0.15% |
$1.18K - $1.36K
|
8.51K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.34K - $6.19K
|
201
$27.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-172- 2.09% |
$15.6K - $18.1K
|
8.07K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-374- 1.18% |
$33.9K - $39.3K
|
31.3K
$4.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$88.9K - $103K
|
10.7K
$1.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9.62K- 6.69% |
$871K - $1.01M
|
134K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14K- 75.28% |
$1.27M - $1.47M
|
4.6K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$42.3M - $49.1M
|
4.78K
$651K
|