Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
32.2KNew |
$3.96M - $4.4M
|
32.2K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 42.34% |
$1.51M - $1.67M
|
41.1K
$5.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.44K+ 95.65% |
$547K - $608K
|
9.08K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.36KNew |
$537K - $597K
|
4.36K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.26KNew |
$402K - $447K
|
3.26K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.91KNew |
$358K - $398K
|
2.91K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.75KNew |
$339K - $377K
|
2.75K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 4.54% |
$326K - $362K
|
60.9K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21KNew |
$273K - $303K
|
2.21K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.11K+ 16.97% |
$261K - $289K
|
14.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.98KNew |
$244K - $272K
|
1.98K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.83KNew |
$225K - $250K
|
1.83K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75KNew |
$216K - $239K
|
1.75K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.59K+ 22.59% |
$196K - $217K
|
8.61K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.37K+ 7.35% |
$168K - $187K
|
19.9K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.29K+ 16.32% |
$159K - $177K
|
9.2K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.14K+ 11.85% |
$140K - $156K
|
10.8K
$1.56M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 1.46% |
$127K - $141K
|
71.4K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
505+ 13.52% |
$62.2K - $69.1K
|
4.24K
$613K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
371+ 12.86% |
$45.7K - $50.8K
|
3.26K
$471K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$50.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 5.36% |
$37K - $41.1K
|
5.9K
$854K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183+ 4.51% |
$22.6K - $25.1K
|
4.24K
$613K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 9.73% |
$20.3K - $22.6K
|
1.86K
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
95New |
$11.7K - $13K
|
95
$13.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 3.01% |
$6.16K - $6.85K
|
1.71K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35+ 0.29% |
$4.31K - $4.79K
|
11.9K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 2.77% |
$3.33K - $3.7K
|
1K
$145K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.31% |
$1.6K - $1.78K
|
4.19K
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12+ 0.48% |
$1.48K - $1.64K
|
2.52K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3+ 0.07% |
$370 - $411
|
4.09K
$592K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$370 - $411
|
3.8K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.1% |
$123 - $137
|
967
$140K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.3% |
$4.93K - $5.48K
|
13.4K
$1.94M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50- 11.26% |
$6.16K - $6.85K
|
394
$57K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73- 15.63% |
$9K - $10K
|
394
$57K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73- 15.63% |
$9K - $10K
|
394
$57K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-75- 3.41% |
$9.24K - $10.3K
|
2.13K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-81- 9.9% |
$9.98K - $11.1K
|
737
$107K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-160- 0.67% |
$19.7K - $21.9K
|
23.8K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-319- 0.46% |
$39.3K - $43.7K
|
69.4K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-323- 0.25% |
$39.8K - $44.2K
|
129K
$18.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07K- 35.0% |
$132K - $147K
|
1.99K
$288K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 35.01% |
$136K - $151K
|
2.05K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 2.47% |
$143K - $158K
|
45.7K
$6.61M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.21K- 21.14% |
$149K - $165K
|
4.51K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 55.81% |
$223K - $248K
|
1.44K
$208K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2K- 18.14% |
$246K - $274K
|
9.03K
$1.31M
|