Purchases and Sales Made in Q4 2023 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$2.47M - $2.75M
|
26.2K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9KNew |
$1.31M - $1.46M
|
13.9K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.7K+ 7.03% |
$539K - $598K
|
86.8K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.93KNew |
$372K - $413K
|
3.93K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.3KNew |
$312K - $347K
|
3.3K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.81KNew |
$266K - $295K
|
2.81K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.32K+ 38.62% |
$125K - $138K
|
4.73K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.22K+ 706.4% |
$115K - $128K
|
1.39K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
818+ 17.99% |
$77.3K - $85.9K
|
5.36K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
800+ 12.4% |
$75.6K - $84K
|
7.25K
$873K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
726+ 1.56% |
$68.6K - $76.2K
|
47.1K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
393New |
$37.2K - $41.3K
|
393
$47.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
93+ 251.35% |
$8.79K - $9.77K
|
130
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.53% |
$378 - $420
|
754
$90.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17- 12.14% |
$1.61K - $1.79K
|
123
$14.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-97- 4.39% |
$9.17K - $10.2K
|
2.11K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 1.32% |
$11.3K - $12.6K
|
8.97K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-160- 0.45% |
$15.1K - $16.8K
|
35.2K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-455- 10.95% |
$43K - $47.8K
|
3.7K
$446K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-529- 65.39% |
$50K - $55.6K
|
280
$33.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-923- 46.59% |
$87.3K - $96.9K
|
1.06K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-971- 36.56% |
$91.8K - $102K
|
1.69K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 19.38% |
$94.1K - $104K
|
4.14K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.17K- 4.5% |
$111K - $123K
|
24.9K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.41K- 0.8% |
$133K - $148K
|
174K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.14K- 23.05% |
$202K - $225K
|
7.14K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.04K- 30.65% |
$287K - $319K
|
6.87K
$827K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.73K- 23.41% |
$353K - $392K
|
12.2K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.6K- 11.55% |
$624K - $693K
|
50.6K
$6.09M
|