Purchases and Sales Made in Q3 2023 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
40.8KNew |
$3.92M - $4.16M
|
40.8K
$5.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.4K+ 51.51% |
$1.87M - $1.98M
|
57.2K
$7.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.24K+ 8.34% |
$600K - $636K
|
81.1K
$9.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.78K+ 11.47% |
$459K - $487K
|
46.4K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.41KNew |
$328K - $348K
|
3.41K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.37K+ 87.08% |
$227K - $241K
|
5.08K
$626K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.29KNew |
$220K - $233K
|
2.29K
$281K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.21KNew |
$212K - $225K
|
2.21K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
2.15K+ 50.07% |
$207K - $219K
|
6.45K
$795K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
716+ 14.75% |
$68.9K - $73K
|
5.57K
$686K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
266+ 15.51% |
$25.6K - $27.1K
|
1.98K
$244K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$24K - $25.5K
|
250
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144+ 1.61% |
$13.8K - $14.7K
|
9.09K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140New |
$13.5K - $14.3K
|
140
$17.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$7.69K - $8.15K
|
80
$9.85K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36+ 26.47% |
$3.46K - $3.67K
|
172
$21.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 0.46% |
$1.92K - $2.04K
|
4.33K
$533K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17+ 0.33% |
$1.63K - $1.73K
|
5.13K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.61% |
$1.54K - $1.63K
|
2.66K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.4% |
$289 - $306
|
750
$92.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-229- 2.41% |
$22K - $23.3K
|
9.28K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-415- 9.08% |
$39.9K - $42.3K
|
4.16K
$512K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-415- 9.08% |
$39.9K - $42.3K
|
4.16K
$512K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-651- 12.53% |
$62.6K - $66.3K
|
4.55K
$560K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-753- 4.51% |
$72.4K - $76.7K
|
15.9K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-756- 2.82% |
$72.7K - $77.1K
|
26.1K
$3.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 60.01% |
$117K - $124K
|
809
$99.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.23K- 0.69% |
$118K - $125K
|
175K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.57K- 46.4% |
$824K - $874K
|
9.91K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-27.8K- 44.03% |
$2.68M - $2.84M
|
35.4K
$4.36M
|