Latest Institutional Sells of Vanguard Wellington Fd Us Mult (VFMF)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.3K- 75.89% |
$3.76M - $4.11M
|
9.95K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.9K- 10.91% |
$3.1M - $3.4M
|
211K
$28.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 4.97% |
$368K - $403K
|
58.7K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.28K- 44.71% |
$274K - $300K
|
2.82K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 14.16% |
$203K - $222K
|
10.3K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-564- 0.18% |
$67.6K - $74K
|
311K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346- 8.41% |
$41.5K - $45.4K
|
3.77K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-230- 81.85% |
$27.6K - $30.2K
|
51
$6.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-147- 2.01% |
$17.6K - $19.3K
|
7.18K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-100- 2.29% |
$12K - $13.1K
|
4.26K
$575K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73- 6.9% |
$8.75K - $9.58K
|
985
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-71- 3.28% |
$8.52K - $9.32K
|
2.09K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-67- 1.9% |
$8.04K - $8.79K
|
3.46K
$467K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-44- 1.98% |
$5.28K - $5.78K
|
2.18K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.45% |
$959 - $1.05K
|
1.76K
$238K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12.6K- 53.08% |
$1.49M - $1.59M
|
11.1K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-243- 18.26% |
$28.9K - $30.8K
|
1.09K
$147K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168- 9.15% |
$20K - $21.3K
|
1.67K
$225K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$271K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-261- 3.01% |
$29.3K - $33.1K
|
8.42K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-247- 2.48% |
$27.7K - $31.3K
|
9.71K
$1.31M
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-409- 53.82% |
$41.7K - $44.5K
|
351
$47.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.08K- 57.54% |
$102K - $113K
|
800
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-26- 54.17% |
$2.45K - $2.7K
|
22
$2.97K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-160- 1.97% |
$15.1K - $16.9K
|
7.95K
$1.07M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-85- 30.47% |
$8.05K - $8.99K
|
194
$26.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 8.12% |
$1.8K - $2.01K
|
215
$29K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$42.3M - $49.1M
|
4.78K
$645K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$88.9K - $103K
|
10.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.34K - $6.19K
|
201
$27.1K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
$1.34K - $1.58K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$322K - $352K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$305K - $332K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
$133K - $142K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-660Closed |
$46.8K - $55.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.1K - $8.41K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
SELL
|
- |
-21.4KClosed |
$1.12M - $1.54M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.6KClosed |
$868K - $1.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.4KClosed |
$702K - $969K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-359Closed |
$17.3K - $29.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17KClosed |
$85.4K - $95.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-155Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 22, 2019
Q4 2018
|
Northstar Group, Inc.
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|