Purchases and Sales Made in Q3 2024 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38K+ 67.06% |
$4.3M - $4.63M
|
94.6K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.4K+ 138.08% |
$2.54M - $2.73M
|
38.6K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 23.22% |
$1.46M - $1.57M
|
68.4K
$8.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61KNew |
$1.09M - $1.17M
|
9.61K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44K+ 160.61% |
$616K - $663K
|
8.83K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.19KNew |
$361K - $389K
|
3.19K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.95KNew |
$221K - $238K
|
1.95K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$214K - $230K
|
1.89K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.81KNew |
$205K - $220K
|
1.81K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.66K+ 50.18% |
$188K - $202K
|
4.96K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.09K+ 3.13% |
$123K - $132K
|
35.8K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
946+ 24.24% |
$107K - $115K
|
4.85K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
682+ 8.23% |
$77.3K - $83.1K
|
8.97K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
676+ 5.79% |
$76.6K - $82.4K
|
12.4K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
596New |
$67.5K - $72.6K
|
596
$73.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
181+ 12.33% |
$20.5K - $22.1K
|
1.65K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
165+ 66.0% |
$18.7K - $20.1K
|
415
$50.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.52K - $10.2K
|
84
$10.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65New |
$7.36K - $7.92K
|
65
$7.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.66% |
$566 - $609
|
762
$93.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 94.59% |
$3.97K - $4.27K
|
2
$245
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-112- 5.89% |
$12.7K - $13.6K
|
1.79K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-115- 0.42% |
$13K - $14K
|
27.1K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-128- 2.56% |
$14.5K - $15.6K
|
4.86K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-159- 9.65% |
$18K - $19.4K
|
1.49K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 4.65% |
$19.8K - $21.3K
|
3.59K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-194- 1.71% |
$22K - $23.6K
|
11.2K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$32.2K - $34.6K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 8.3% |
$127K - $137K
|
12.4K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.4K- 0.75% |
$159K - $171K
|
185K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 32.79% |
$315K - $339K
|
5.7K
$699K
|