Purchases and Sales Made in Q2 2021 in Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q2 2021. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34KNew |
$4.09M - $4.49M
|
34K
$5.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6KNew |
$1.75M - $1.92M
|
14.6K
$2.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3K+ 78.61% |
$1.48M - $1.62M
|
27.9K
$4.72M
|
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
12K+ 23.47% |
$1.44M - $1.58M
|
63.1K
$10.7M
|
|
|
Jul 19, 2021
Q2 2021
|
Newfound Research LLC
|
BUY
|
- |
8.59K+ 36.52% |
$1.03M - $1.13M
|
32.1K
$5.44M
|
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5.31K+ 2.83% |
$639K - $702K
|
193K
$32.6M
|
|
|
Jul 23, 2021
Q2 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
4.28KNew |
$514K - $565K
|
4.28K
$725K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.92K+ 550.63% |
$471K - $517K
|
4.63K
$784K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.96K+ 30.64% |
$236K - $259K
|
8.37K
$1.42M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 34.65% |
$206K - $226K
|
6.66K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.6KNew |
$192K - $211K
|
1.6K
$271K
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
790New |
$95K - $104K
|
790
$134K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
344+ 33.14% |
$41.4K - $45.4K
|
1.38K
$234K
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 4.14% |
$8.78K - $9.64K
|
1.84K
$311K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.12% |
$601 - $660
|
4.06K
$687K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8- 0.17% |
$962 - $1.06K
|
4.77K
$807K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-37Closed |
$4.45K - $4.89K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-65- 2.91% |
$7.82K - $8.59K
|
2.17K
$368K
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-257- 9.09% |
$30.9K - $33.9K
|
2.57K
$436K
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-292- 6.81% |
$35.1K - $38.6K
|
3.99K
$677K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-366- 6.78% |
$44K - $48.3K
|
5.03K
$852K
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
SELL
|
- |
-740- 13.21% |
$89K - $97.7K
|
4.86K
$824K
|
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.21K- 3.35% |
$145K - $159K
|
34.9K
$5.91M
|
|
|
Aug 06, 2021
Q2 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.95K- 19.77% |
$355K - $390K
|
12K
$2.03M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.04K- 93.16% |
$606K - $665K
|
370
$62.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.09K- 70.53% |
$613K - $673K
|
2.13K
$361K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.35KClosed |
$644K - $707K
|
0
$0
|