Latest Institutional Sells of Vanguard Wellington Fd (VFMV)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 32.79% |
$315K - $339K
|
5.7K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.4K- 0.75% |
$159K - $171K
|
185K
$22.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 8.3% |
$127K - $137K
|
12.4K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$32.2K - $34.6K
|
0
$0
|
|
|
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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 4.65% |
$19.8K - $21.3K
|
3.59K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-159- 9.65% |
$18K - $19.4K
|
1.49K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-128- 2.56% |
$14.5K - $15.6K
|
4.86K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-115- 0.42% |
$13K - $14K
|
27.1K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-112- 5.89% |
$12.7K - $13.6K
|
1.79K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 94.59% |
$3.97K - $4.27K
|
2
$244
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 60.14% |
$225K - $242K
|
1.4K
$170K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 13.99% |
$31K - $33.3K
|
1.78K
$218K
|
|
| Q1 2024 | |||||||
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 12.48% |
$1.12M - $1.21M
|
75.9K
$9.27M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-188- 67.14% |
$19.5K - $21K
|
92
$11.2K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-923- 46.59% |
$87.3K - $96.9K
|
1.06K
$129K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.16K- 49.44% |
$283K - $325K
|
3.23K
$394K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 76.47% |
$1.87M - $2.14M
|
6.24K
$762K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-462Closed |
$42.6K - $48.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$3.13K - $3.58K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25Closed |
$2.3K - $2.63K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-20Closed |
$1.84K - $2.11K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98KClosed |
$289K - $316K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.21KClosed |
$118K - $129K
|
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 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
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75Closed |
$7.08K - $7.39K
|
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 | |||||||
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3KClosed |
$825K - $920K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44Closed |
$3.54K - $3.95K
|
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
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.65KClosed |
$183K - $219K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-475Closed |
$32.8K - $39.3K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-429Closed |
$29.6K - $35.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.3KClosed |
$206K - $311K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-814Closed |
$50.7K - $76.8K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 4.59% |
$2.12K - $3.21K
|
706
$86.1K
|
|
|
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 | |||||||
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|