Purchases and Sales Made in Q3 2022 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
34K+ 28.12% |
$3.03M - $3.52M
|
155K
$19.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
13.8K+ 18.94% |
$1.23M - $1.43M
|
86.5K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.01KNew |
$358K - $415K
|
4.01K
$494K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.63K+ 7.32% |
$235K - $272K
|
38.6K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.61K+ 55.67% |
$143K - $166K
|
4.49K
$553K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$126K - $147K
|
1.42K
$174K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.08K+ 25.62% |
$96.3K - $112K
|
5.3K
$652K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
740New |
$66K - $76.6K
|
740
$91.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
704+ 103.99% |
$62.8K - $72.9K
|
1.38K
$170K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
684+ 11.98% |
$61K - $70.8K
|
6.39K
$787K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
535+ 20.07% |
$47.7K - $55.4K
|
3.2K
$394K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
287+ 3.16% |
$25.6K - $29.7K
|
9.38K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117+ 2.38% |
$10.4K - $12.1K
|
5.03K
$620K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$8.92K - $10.4K
|
100
$12.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58New |
$5.17K - $6K
|
58
$7.14K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.97% |
$624 - $725
|
732
$90.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61- 19.0% |
$5.44K - $6.31K
|
260
$32K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 1.47% |
$107K - $125K
|
80.9K
$9.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.5K- 69.76% |
$669K - $777K
|
3.25K
$401K
|