Latest Institutional Transactions on Vanguard Wellington Fd (VFMV)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
181+ 12.33% |
$20.5K - $22.1K
|
1.65K
$201K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.19KNew |
$361K - $389K
|
3.19K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 23.22% |
$1.46M - $1.57M
|
68.4K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-115- 0.42% |
$13K - $14K
|
27.1K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44K+ 160.61% |
$616K - $663K
|
8.83K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 94.59% |
$3.97K - $4.27K
|
2
$244
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
682+ 8.23% |
$77.3K - $83.1K
|
8.97K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.66K+ 50.18% |
$188K - $202K
|
4.96K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$214K - $230K
|
1.89K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 4.65% |
$19.8K - $21.3K
|
3.59K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
676+ 5.79% |
$76.6K - $82.4K
|
12.4K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-159- 9.65% |
$18K - $19.4K
|
1.49K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
596New |
$67.5K - $72.6K
|
596
$72.7K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
165+ 66.0% |
$18.7K - $20.1K
|
415
$50.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61KNew |
$1.09M - $1.17M
|
9.61K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$32.2K - $34.6K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.4K+ 138.08% |
$2.54M - $2.73M
|
38.6K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-194- 1.71% |
$22K - $23.6K
|
11.2K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 8.3% |
$127K - $137K
|
12.4K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.95KNew |
$221K - $238K
|
1.95K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.66% |
$566 - $609
|
762
$93K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 32.79% |
$315K - $339K
|
5.7K
$695K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.52K - $10.2K
|
84
$10.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-128- 2.56% |
$14.5K - $15.6K
|
4.86K
$593K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65New |
$7.36K - $7.92K
|
65
$7.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.81KNew |
$205K - $220K
|
1.81K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38K+ 67.06% |
$4.3M - $4.63M
|
94.6K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
946+ 24.24% |
$107K - $115K
|
4.85K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-112- 5.89% |
$12.7K - $13.6K
|
1.79K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.09K+ 3.13% |
$123K - $132K
|
35.8K
$4.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.4K- 0.75% |
$159K - $171K
|
185K
$22.5M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
153+ 6.19% |
$16.4K - $17.6K
|
2.63K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 60.14% |
$225K - $242K
|
1.4K
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 4.13% |
$9.42K - $10.1K
|
2.22K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56KNew |
$594K - $638K
|
5.56K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 13.99% |
$31K - $33.3K
|
1.78K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$3.75K - $4.02K
|
35
$4.27K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42KNew |
$259K - $278K
|
2.42K
$295K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-188- 67.14% |
$19.5K - $21K
|
92
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.22KNew |
$230K - $248K
|
2.22K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
345+ 4.76% |
$35.7K - $38.6K
|
7.6K
$927K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
616+ 13.02% |
$63.8K - $68.9K
|
5.35K
$652K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 12.48% |
$1.12M - $1.21M
|
75.9K
$9.27M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
393New |
$37.2K - $41.3K
|
393
$48K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-923- 46.59% |
$87.3K - $96.9K
|
1.06K
$129K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$2.47M - $2.75M
|
26.2K
$3.19M
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
40.8KNew |
$3.92M - $4.16M
|
40.8K
$4.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
716+ 14.75% |
$68.9K - $73K
|
5.57K
$680K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.29KNew |
$220K - $233K
|
2.29K
$279K
|
|