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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$7.69K - $8.15K
|
80
$9.76K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.92K - $2.04K
|
4.33K
$528K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.15KNew |
$208K - $216K
|
2.15K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.15KNew |
$208K - $216K
|
2.15K
$262K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500New |
$47.4K - $50.5K
|
500
$61K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
383New |
$36.3K - $38.7K
|
383
$46.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$1.14K - $1.21K
|
12
$1.46K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 15.89% |
$206K - $237K
|
16.8K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153New |
$13.7K - $15.7K
|
153
$18.7K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.65KNew |
$148K - $170K
|
1.65K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.6KNew |
$1.13M - $1.29M
|
12.6K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
400+ 7.55% |
$35.8K - $41.1K
|
5.7K
$695K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.16K- 49.44% |
$283K - $325K
|
3.23K
$394K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58New |
$5.17K - $6K
|
58
$7.08K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-20Closed |
$1.84K - $2.11K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-462Closed |
$42.6K - $48.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.48KNew |
$136K - $155K
|
1.48K
$180K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25Closed |
$2.3K - $2.63K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$3.13K - $3.58K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 76.47% |
$1.87M - $2.14M
|
6.24K
$762K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.71K - $10.6K
|
100
$12.2K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.21KClosed |
$118K - $129K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98KClosed |
$289K - $316K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.27KClosed |
$513K - $563K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-594Closed |
$58K - $61.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.31K- 19.92% |
$123K - $129K
|
5.26K
$641K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75Closed |
$7.08K - $7.39K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 79.99% |
$103K - $108K
|
274
$33.4K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-640Closed |
$60.4K - $63K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-856Closed |
$75.7K - $80.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
4.97KNew |
$400K - $446K
|
4.97K
$606K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44Closed |
$3.54K - $3.95K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3KClosed |
$825K - $920K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.95KClosed |
$311K - $342K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-475Closed |
$32.8K - $39.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.65KClosed |
$183K - $219K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-429Closed |
$29.6K - $35.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 4.59% |
$2.12K - $3.21K
|
706
$86.1K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-814Closed |
$50.7K - $76.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.3KClosed |
$206K - $311K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5Closed |
$312 - $472
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
SELL
|
- |
-611- 81.25% |
N/A
|
141
$17.2K
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
63New |
N/A
|
63
$7.69K
|
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
200New |
N/A
|
200
$24.4K
|
|