Latest Institutional Purchases of Vanguard Wellington Fd (VFMV)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38K+ 67.06% |
$4.3M - $4.63M
|
94.6K
$11.5M
|
|
|
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 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 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61KNew |
$1.09M - $1.17M
|
9.61K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44K+ 160.61% |
$616K - $663K
|
8.83K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.19KNew |
$361K - $389K
|
3.19K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.95KNew |
$221K - $238K
|
1.95K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$214K - $230K
|
1.89K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.81KNew |
$205K - $220K
|
1.81K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.66K+ 50.18% |
$188K - $202K
|
4.96K
$605K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.09K+ 3.13% |
$123K - $132K
|
35.8K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
946+ 24.24% |
$107K - $115K
|
4.85K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
682+ 8.23% |
$77.3K - $83.1K
|
8.97K
$1.09M
|
|
|
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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
596New |
$67.5K - $72.6K
|
596
$72.7K
|
|
|
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 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
165+ 66.0% |
$18.7K - $20.1K
|
415
$50.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.52K - $10.2K
|
84
$10.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65New |
$7.36K - $7.92K
|
65
$7.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.66% |
$566 - $609
|
762
$93K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56KNew |
$594K - $638K
|
5.56K
$678K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42KNew |
$259K - $278K
|
2.42K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
153+ 6.19% |
$16.4K - $17.6K
|
2.63K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 4.13% |
$9.42K - $10.1K
|
2.22K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$3.75K - $4.02K
|
35
$4.27K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.22KNew |
$230K - $248K
|
2.22K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
616+ 13.02% |
$63.8K - $68.9K
|
5.35K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
345+ 4.76% |
$35.7K - $38.6K
|
7.6K
$927K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$2.47M - $2.75M
|
26.2K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
393New |
$37.2K - $41.3K
|
393
$48K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
40.8KNew |
$3.92M - $4.16M
|
40.8K
$4.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.29KNew |
$220K - $233K
|
2.29K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
716+ 14.75% |
$68.9K - $73K
|
5.57K
$680K
|
|
|
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 | |||||||
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.6KNew |
$1.13M - $1.29M
|
12.6K
$1.54M
|
|
|
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
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.65KNew |
$148K - $170K
|
1.65K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
400+ 7.55% |
$35.8K - $41.1K
|
5.7K
$695K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153New |
$13.7K - $15.7K
|
153
$18.7K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58New |
$5.17K - $6K
|
58
$7.08K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.48KNew |
$136K - $155K
|
1.48K
$180K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.71K - $10.6K
|
100
$12.2K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
4.97KNew |
$400K - $446K
|
4.97K
$606K
|
|