Purchases and Sales Made in Q2 2021 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q2 2021. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
31.4K+ 22.78% |
N/A
|
169K
$20.6M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.61K+ 14.93% |
N/A
|
27.8K
$3.38M
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$353K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$247K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 7.8% |
N/A
|
26.9K
$3.26M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
770New |
N/A
|
770
$93.6K
|
|
Jul 29, 2021
Q2 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
368+ 0.59% |
N/A
|
62.8K
$7.63M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
338+ 27.98% |
N/A
|
1.55K
$188K
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
175+ 2.27% |
N/A
|
7.87K
$956K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113+ 17.85% |
N/A
|
746
$90.6K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 28.07% |
N/A
|
73
$8.87K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12+ 0.57% |
N/A
|
2.11K
$256K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.38% |
N/A
|
262
$31.8K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89- 0.62% |
N/A
|
14.3K
$1.74M
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
SELL
|
- |
-260- 7.03% |
N/A
|
3.44K
$418K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|