Purchases and Sales Made in Q1 2024 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.66K+ 82.33% |
$585K - $633K
|
12.5K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.31K+ 1.9% |
$342K - $370K
|
177K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 6.24% |
$327K - $353K
|
53.7K
$6.47M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.82K+ 71.64% |
$292K - $315K
|
6.75K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.22KNew |
$230K - $248K
|
2.22K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.07KNew |
$215K - $232K
|
2.07K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.64K+ 6.58% |
$170K - $183K
|
26.5K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
801+ 11.22% |
$82.9K - $89.6K
|
7.94K
$956K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
616+ 13.02% |
$63.8K - $68.9K
|
5.35K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
345+ 4.76% |
$35.7K - $38.6K
|
7.6K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141+ 8.37% |
$14.6K - $15.8K
|
1.83K
$220K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38+ 0.46% |
$3.93K - $4.25K
|
8.33K
$1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.8% |
$3.11K - $3.36K
|
3.77K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.4% |
$311 - $336
|
757
$91.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-105- 4.97% |
$10.9K - $11.7K
|
2.01K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-126- 0.91% |
$13K - $14.1K
|
13.8K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-128- 3.09% |
$13.3K - $14.3K
|
4.01K
$483K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-188- 67.14% |
$19.5K - $21K
|
92
$11.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 5.41% |
$20.7K - $22.4K
|
3.5K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-339- 12.06% |
$35.1K - $37.9K
|
2.47K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-365- 6.8% |
$37.8K - $40.8K
|
5K
$602K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-534- 1.52% |
$55.3K - $59.7K
|
34.7K
$4.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-625- 5.12% |
$64.7K - $69.9K
|
11.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-640- 7.14% |
$66.3K - $71.6K
|
8.33K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-719- 51.84% |
$74.4K - $80.4K
|
668
$80.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 12.48% |
$1.12M - $1.21M
|
75.9K
$9.14M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.9K- 76.14% |
$3.72M - $4.02M
|
11.3K
$1.35M
|