Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5KNew |
$2.58M - $2.82M
|
26.5K
$3.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1K+ 211.13% |
$2.25M - $2.46M
|
34.1K
$4.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.63K+ 8.42% |
$546K - $597K
|
72.4K
$8.92M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
2.22K+ 72.15% |
$215K - $235K
|
5.29K
$651K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.97K+ 1.67% |
$191K - $209K
|
120K
$14.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.45K+ 49.0% |
$141K - $154K
|
4.4K
$542K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
462New |
$44.9K - $49K
|
462
$56.9K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197+ 7.25% |
$19.1K - $20.9K
|
2.92K
$359K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.71K - $10.6K
|
100
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
86+ 71.67% |
$8.35K - $9.13K
|
206
$25.4K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
34New |
$3.3K - $3.61K
|
34
$4.19K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.43K - $2.65K
|
25
$3.08K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25+ 0.53% |
$2.43K - $2.65K
|
4.78K
$589K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.28% |
$194 - $212
|
725
$89.3K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7- 0.95% |
$680 - $743
|
733
$90.3K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41- 12.77% |
$3.98K - $4.35K
|
280
$34.5K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-154- 4.53% |
$15K - $16.3K
|
3.25K
$400K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-215- 6.75% |
$20.9K - $22.8K
|
2.97K
$366K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-358- 81.92% |
$34.8K - $38K
|
79
$9.73K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-475- 5.06% |
$46.1K - $50.4K
|
8.9K
$1.1M
|
|
|
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
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-8.53KClosed |
$828K - $905K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 79.82% |
$1.11M - $1.21M
|
2.89K
$355K
|