Purchases and Sales Made in Q2 2023 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
19.7K+ 12.53% |
$1.9M - $1.98M
|
177K
$21.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.19K+ 98.84% |
$887K - $923K
|
18.5K
$2.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.13K+ 27.45% |
$785K - $817K
|
37.7K
$4.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.85KNew |
$469K - $488K
|
4.85K
$584K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.15KNew |
$208K - $216K
|
2.15K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.15KNew |
$208K - $216K
|
2.15K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 4.91% |
$188K - $196K
|
41.6K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 23.11% |
$162K - $169K
|
8.94K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
272+ 14.62% |
$26.3K - $27.3K
|
2.13K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
270+ 15.4% |
$26.1K - $27.1K
|
2.02K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
203+ 13.43% |
$19.6K - $20.4K
|
1.72K
$207K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
136New |
$13.1K - $13.7K
|
136
$16.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80+ 1.56% |
$7.73K - $8.04K
|
5.2K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.54% |
$386 - $402
|
747
$90K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-119- 0.44% |
$11.5K - $12K
|
26.8K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-183- 1.89% |
$17.7K - $18.4K
|
9.51K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 4.44% |
$19.3K - $20.1K
|
4.31K
$519K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-272- 1.6% |
$26.3K - $27.3K
|
16.7K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-550- 11.34% |
$53.1K - $55.3K
|
4.3K
$518K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-725- 13.69% |
$70K - $72.8K
|
4.57K
$550K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-725- 13.69% |
$70K - $72.8K
|
4.57K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 35.28% |
$139K - $145K
|
2.64K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.3K- 13.71% |
$223K - $232K
|
14.5K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 35.36% |
$270K - $281K
|
5.12K
$616K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.55K- 8.07% |
$536K - $558K
|
63.2K
$7.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.41K- 7.89% |
$619K - $644K
|
74.8K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.2K- 88.15% |
$1.95M - $2.03M
|
2.72K
$327K
|