Purchases and Sales Made in Q1 2023 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.6KNew |
$2.81M - $2.99M
|
29.6K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 673425.0% |
$2.56M - $2.72M
|
26.9K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 364.83% |
$1.71M - $1.82M
|
22.9K
$2.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.72K+ 9.01% |
$637K - $679K
|
81.2K
$9.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.3KNew |
$502K - $535K
|
5.3K
$650K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$190K - $202K
|
2K
$245K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.8K+ 51.29% |
$170K - $181K
|
5.3K
$650K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 1030.97% |
$152K - $161K
|
1.75K
$215K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 409.09% |
$115K - $123K
|
1.51K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
984+ 11.84% |
$93.4K - $99.4K
|
9.29K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
909+ 2.34% |
$86.2K - $91.9K
|
39.7K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
690+ 10.5% |
$65.5K - $69.7K
|
7.26K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500New |
$47.4K - $50.5K
|
500
$61.4K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
469+ 5.08% |
$44.5K - $47.4K
|
9.69K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
455+ 11.22% |
$43.2K - $46K
|
4.51K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
383New |
$36.3K - $38.7K
|
383
$47K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
364+ 9.8% |
$34.5K - $36.8K
|
4.08K
$501K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
324+ 21.09% |
$30.7K - $32.7K
|
1.86K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72+ 1.43% |
$6.83K - $7.28K
|
5.12K
$628K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24+ 0.3% |
$2.28K - $2.43K
|
7.92K
$972K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$1.14K - $1.21K
|
12
$1.47K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.81% |
$569 - $606
|
743
$91.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-13- 0.08% |
$1.23K - $1.31K
|
17K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-130- 50.0% |
$12.3K - $13.1K
|
130
$16K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-509- 0.32% |
$48.3K - $51.4K
|
157K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.28K- 3.21% |
$216K - $230K
|
68.7K
$8.44M
|