Purchases and Sales Made in Q1 2023 in Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
149KNew |
$15.4M - $17.1M
|
149K
$21.4M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27KNew |
$2.79M - $3.11M
|
27K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.3KNew |
$2.62M - $2.91M
|
25.3K
$3.64M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4KNew |
$1.38M - $1.54M
|
13.4K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7KNew |
$1.21M - $1.35M
|
11.7K
$1.69M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.55KNew |
$780K - $869K
|
7.55K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 33.09% |
$726K - $808K
|
28.2K
$4.06M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6K+ 100.0% |
$620K - $690K
|
12K
$1.72M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.69K+ 262.33% |
$588K - $655K
|
7.86K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.75K+ 132.7% |
$388K - $432K
|
6.58K
$946K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.15K+ 22.19% |
$325K - $362K
|
17.3K
$2.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.67K+ 104.35% |
$275K - $307K
|
5.22K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.2KNew |
$227K - $253K
|
2.2K
$316K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.9K+ 36.13% |
$196K - $219K
|
7.16K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
846+ 27.79% |
$87.4K - $97.3K
|
3.89K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
846+ 27.79% |
$87.4K - $97.3K
|
3.89K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
674+ 0.38% |
$69.6K - $77.6K
|
179K
$25.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
449+ 4.68% |
$46.4K - $51.7K
|
10.1K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 100.0% |
$20.7K - $23K
|
400
$57.5K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85+ 3.12% |
$8.78K - $9.78K
|
2.81K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
56+ 11.11% |
$5.79K - $6.44K
|
560
$80.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43New |
$4.44K - $4.95K
|
43
$6.18K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.5% |
$1.65K - $1.84K
|
3.2K
$460K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
15+ 0.27% |
$1.55K - $1.73K
|
5.55K
$798K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 4.78% |
$1.45K - $1.61K
|
307
$44.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.58% |
$1.34K - $1.5K
|
2.25K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4+ 0.11% |
$413 - $460
|
3.8K
$546K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$207 - $230
|
1.29K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$103 - $115
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47- 1.37% |
$4.86K - $5.41K
|
3.38K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-166- 1.28% |
$17.2K - $19.1K
|
12.8K
$1.83M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-210- 8.14% |
$21.7K - $24.2K
|
2.37K
$341K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-238- 1.4% |
$24.6K - $27.4K
|
16.7K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-252- 1.48% |
$26K - $29K
|
16.7K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.44K- 12.56% |
$149K - $166K
|
10K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 3.69% |
$176K - $197K
|
44.5K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-37.1K- 33.34% |
$3.84M - $4.27M
|
74.2K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-59.6K- 94.79% |
$6.16M - $6.86M
|
3.27K
$470K
|