Purchases and Sales Made in Q4 2022 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17KNew |
$1.52M - $1.75M
|
17K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.8KNew |
$1.51M - $1.73M
|
16.8K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.6KNew |
$1.13M - $1.29M
|
12.6K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.11K+ 159.58% |
$458K - $525K
|
8.31K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$442K - $507K
|
4.93K
$607K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
4.85KNew |
$435K - $499K
|
4.85K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 56.84% |
$256K - $294K
|
7.89K
$972K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
2.49K+ 1.61% |
$223K - $257K
|
157K
$19.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 15.89% |
$206K - $237K
|
16.8K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.15KNew |
$193K - $221K
|
2.15K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.09K+ 46.48% |
$187K - $215K
|
6.57K
$810K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 55.14% |
$161K - $184K
|
5.05K
$621K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.65KNew |
$148K - $170K
|
1.65K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
745+ 25.08% |
$66.8K - $76.6K
|
3.72K
$458K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
400+ 7.55% |
$35.8K - $41.1K
|
5.7K
$701K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
297New |
$26.6K - $30.5K
|
297
$36.6K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
250New |
$22.4K - $25.7K
|
250
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
196New |
$17.6K - $20.2K
|
196
$24.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 0.49% |
$17K - $19.5K
|
38.8K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
155+ 11.22% |
$13.9K - $15.9K
|
1.54K
$189K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
155New |
$13.9K - $15.9K
|
155
$19.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153New |
$13.7K - $15.7K
|
153
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 1.07% |
$3.85K - $4.42K
|
4.05K
$499K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.68% |
$448 - $514
|
737
$90.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157- 1.67% |
$14.1K - $16.1K
|
9.22K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 99.72% |
$127K - $145K
|
4
$493
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.16K- 49.44% |
$283K - $325K
|
3.23K
$398K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.4K- 7.9% |
$573K - $658K
|
74.5K
$9.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-15.5K- 17.92% |
$1.39M - $1.6M
|
71K
$8.75M
|