Purchases and Sales Made in Q4 2023 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
49.3K+ 18.68% |
$4.81M - $5.73M
|
313K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 573.26% |
$3.09M - $3.68M
|
37.2K
$5.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 3.9% |
$976K - $1.16M
|
267K
$36.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
9.09KNew |
$887K - $1.06M
|
9.09K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62KNew |
$743K - $885K
|
7.62K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01KNew |
$684K - $814K
|
7.01K
$955K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.3KNew |
$518K - $616K
|
5.3K
$723K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.27K+ 86.54% |
$514K - $612K
|
11.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.84KNew |
$472K - $562K
|
4.84K
$659K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.56K+ 41.42% |
$444K - $529K
|
15.6K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.48K+ 13.24% |
$437K - $520K
|
38.3K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.29KNew |
$419K - $498K
|
4.29K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.61KNew |
$352K - $419K
|
3.61K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.09K+ 3.47% |
$204K - $243K
|
62.3K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.22K+ 19.34% |
$119K - $142K
|
7.54K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
932New |
$90.9K - $108K
|
932
$127K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
779+ 403.63% |
$76K - $90.5K
|
972
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
549+ 7.05% |
$53.6K - $63.8K
|
8.34K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78+ 2.29% |
$7.61K - $9.06K
|
3.48K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
37+ 1.05% |
$3.61K - $4.3K
|
3.55K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
34New |
$3.32K - $3.95K
|
34
$4.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.5% |
$781 - $929
|
1.62K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 2.0% |
$97.6 - $116
|
51
$6.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18- 0.18% |
$1.76K - $2.09K
|
9.95K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-44- 2.15% |
$4.29K - $5.11K
|
2K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58- 2.43% |
$5.66K - $6.74K
|
2.33K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-110- 4.77% |
$10.7K - $12.8K
|
2.19K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-196- 3.8% |
$19.1K - $22.8K
|
4.96K
$676K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-230- 81.85% |
$22.4K - $26.7K
|
51
$6.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-590- 20.56% |
$57.6K - $68.5K
|
2.28K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-901- 17.05% |
$87.9K - $105K
|
4.38K
$598K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1K- 0.96% |
$97.7K - $116K
|
103K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.05K- 4.2% |
$102K - $121K
|
23.8K
$3.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.9K- 9.64% |
$283K - $336K
|
27.2K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.77K- 68.72% |
$465K - $554K
|
2.17K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.84K- 66.0% |
$570K - $678K
|
3.01K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.52K- 93.48% |
$733K - $873K
|
524
$71.4K
|