Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26K+ 190.66% |
$2.49M - $3.04M
|
39.7K
$5.64M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
22.4K+ 16.37% |
$2.14M - $2.62M
|
160K
$22.7M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.08KNew |
$868K - $1.06M
|
9.08K
$1.29M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.01K+ 9.86% |
$479K - $586K
|
55.8K
$7.94M
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
4.44K+ 5.27% |
$424K - $519K
|
88.7K
$12.6M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.22K+ 29.28% |
$403K - $493K
|
18.6K
$2.65M
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.74K+ 19.12% |
$357K - $437K
|
23.3K
$3.31M
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.33K+ 31.2% |
$127K - $155K
|
5.58K
$793K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 54.03% |
$102K - $125K
|
3.04K
$432K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
556+ 22.86% |
$53.1K - $65K
|
2.99K
$425K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
545+ 3.28% |
$52.1K - $63.7K
|
17.2K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
361+ 18.55% |
$34.5K - $42.2K
|
2.31K
$328K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
309+ 2.83% |
$29.5K - $36.1K
|
11.2K
$1.6M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
278+ 631.82% |
$26.6K - $32.5K
|
322
$45.8K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251+ 12.88% |
$24K - $29.3K
|
2.2K
$313K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
219+ 6.81% |
$20.9K - $25.6K
|
3.43K
$488K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
85New |
$8.12K - $9.94K
|
85
$12.1K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
58New |
$5.54K - $6.78K
|
58
$8.25K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$4.87K - $5.96K
|
51
$7.25K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.91K - $2.34K
|
20
$2.84K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-214- 36.09% |
$20.4K - $25K
|
379
$53.9K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-293- 6.85% |
$28K - $34.3K
|
3.99K
$567K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-301- 9.66% |
$28.8K - $35.2K
|
2.82K
$400K
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.55K- 6.71% |
$149K - $182K
|
21.6K
$3.07M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.95KClosed |
$186K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3KClosed |
$220K - $269K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.59KClosed |
$247K - $303K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.79KClosed |
$267K - $326K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-7.17K- 25.39% |
$685K - $839K
|
21.1K
$3M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$2.21M - $2.7M
|
0
$0
|