Purchases and Sales Made in Q2 2024 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.5KNew |
$5.94M - $6.37M
|
55.5K
$6.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
8.77K+ 4.95% |
$938K - $1.01M
|
186K
$22.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56KNew |
$594K - $638K
|
5.56K
$669K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.7K+ 29.54% |
$396K - $425K
|
16.2K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.39KNew |
$362K - $389K
|
3.39K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 5.34% |
$307K - $329K
|
56.6K
$6.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42KNew |
$259K - $278K
|
2.42K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
800+ 119.76% |
$85.6K - $91.8K
|
1.47K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
708+ 2.67% |
$75.8K - $81.3K
|
27.2K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
537+ 6.76% |
$57.5K - $61.6K
|
8.48K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 3.79% |
$45.6K - $48.9K
|
11.7K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
284New |
$30.4K - $32.6K
|
284
$34.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
153+ 6.19% |
$16.4K - $17.6K
|
2.63K
$316K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 4.13% |
$9.42K - $10.1K
|
2.22K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37New |
$3.96K - $4.25K
|
37
$4.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$3.75K - $4.02K
|
35
$4.21K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8- 0.16% |
$856 - $918
|
4.99K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38- 0.46% |
$4.07K - $4.36K
|
8.29K
$998K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-105- 5.23% |
$11.2K - $12.1K
|
1.9K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108- 2.69% |
$11.6K - $12.4K
|
3.9K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-178- 9.75% |
$19K - $20.4K
|
1.65K
$198K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-222- 1.92% |
$23.8K - $25.5K
|
11.4K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-245- 1.78% |
$26.2K - $28.1K
|
13.5K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 13.99% |
$31K - $33.3K
|
1.78K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 60.14% |
$225K - $242K
|
1.4K
$168K
|