Purchases and Sales Made in Q3 2021 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 2125.84% |
$4.11M - $4.48M
|
45.2K
$5.84M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
25.4K+ 15.0% |
$2.42M - $2.64M
|
195K
$25.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.35K+ 15.65% |
$415K - $452K
|
32.2K
$4.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.9K+ 139.14% |
$372K - $405K
|
6.71K
$866K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.51KNew |
$334K - $364K
|
3.51K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.2KNew |
$305K - $332K
|
3.2K
$413K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.27KNew |
$216K - $235K
|
2.27K
$292K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
1.9K+ 3.02% |
$180K - $197K
|
64.7K
$8.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
751+ 25.84% |
$71.5K - $77.9K
|
3.66K
$472K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
701+ 93.97% |
$66.8K - $72.7K
|
1.45K
$187K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
695New |
$66.2K - $72.1K
|
695
$89.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294New |
$28K - $30.5K
|
294
$37.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
89+ 1.13% |
$8.48K - $9.24K
|
7.96K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20+ 2.6% |
$1.9K - $2.08K
|
790
$102K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 28.07% |
$1.52K - $1.66K
|
73
$9.42K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
10+ 0.29% |
$952 - $1.04K
|
3.45K
$445K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.53% |
$381 - $415
|
266
$34.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$190 - $208
|
2.11K
$272K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-144- 34.04% |
$13.7K - $14.9K
|
279
$36K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-646- 94.72% |
$61.5K - $67K
|
36
$4.65K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.55KClosed |
$147K - $160K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.76K- 6.57% |
$168K - $183K
|
25.1K
$3.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.02K- 14.09% |
$192K - $209K
|
12.3K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$305K - $332K
|
0
$0
|