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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.93K- 5.77% |
$665K - $753K
|
96.8K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.93K- 1.85% |
$553K - $626K
|
262K
$32.1M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.35K- 47.81% |
$375K - $425K
|
3.66K
$448K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.41K- 8.87% |
$270K - $306K
|
24.8K
$3.03M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$245K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-793- 1.27% |
$88.9K - $101K
|
61.5K
$7.53M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-627- 1.68% |
$70.3K - $79.6K
|
36.6K
$4.48M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-574- 24.69% |
$64.3K - $72.8K
|
1.75K
$214K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-261- 3.01% |
$29.3K - $33.1K
|
8.42K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-247- 2.48% |
$27.7K - $31.3K
|
9.71K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-191- 0.8% |
$21.4K - $24.2K
|
23.7K
$2.9M
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-174- 7.93% |
$19.5K - $22.1K
|
2.02K
$247K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90- 4.15% |
$10.1K - $11.4K
|
2.08K
$255K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26- 0.52% |
$2.91K - $3.3K
|
4.93K
$604K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.12K - $1.27K
|
4.37K
$535K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.96% |
$112 - $127
|
50
$6.12K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-44- 2.15% |
$4.29K - $5.11K
|
2K
$245K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-409- 53.82% |
$41.7K - $44.5K
|
351
$43K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.08K- 57.54% |
$102K - $113K
|
800
$97.9K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-26- 54.17% |
$2.45K - $2.7K
|
22
$2.69K
|
|
Q1 2023 | |||||||
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-160- 1.97% |
$15.1K - $16.9K
|
7.95K
$973K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-85- 30.47% |
$8.05K - $8.99K
|
194
$23.8K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 8.12% |
$1.8K - $2.01K
|
215
$26.3K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$45.1M - $49.1M
|
4.78K
$585K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$94.8K - $103K
|
10.7K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.7K - $6.19K
|
201
$24.6K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
SELL
|
- |
-21.4KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.6KClosed |
N/A
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-359Closed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
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
|