Latest Institutional Transactions on Vanguard Wellington Fd U S Qua (VFQY)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-145- 72.5% |
$19.1K - $21.4K
|
55
$7.23K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.71K+ 95.07% |
$621K - $696K
|
9.66K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-107- 1.22% |
$14.1K - $15.8K
|
8.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57K+ 1744.9% |
$338K - $379K
|
2.71K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
663+ 162.9% |
$87.4K - $98K
|
1.07K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 8.13% |
$7.12K - $7.98K
|
610
$80.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-278- 6.74% |
$36.6K - $41.1K
|
3.85K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 40.6% |
$139K - $156K
|
3.66K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39+ 0.32% |
$5.14K - $5.77K
|
12.1K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.61K- 20.11% |
$212K - $238K
|
6.4K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73+ 1.98% |
$9.62K - $10.8K
|
3.75K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.61K+ 110.58% |
$872K - $978K
|
12.6K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-49- 7.35% |
$6.46K - $7.25K
|
618
$81.3K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 1.95% |
$176K - $197K
|
69.6K
$9.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.07K+ 7.72% |
$141K - $158K
|
15K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.92K+ 140.09% |
$253K - $284K
|
3.29K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-108- 5.83% |
$14.2K - $16K
|
1.75K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$1.85K - $2.07K
|
4.24K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
205+ 2.33% |
$27K - $30.3K
|
9.01K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.45% |
$1.32K - $1.48K
|
2.22K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 2560.65% |
$2.3M - $2.58M
|
18.1K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 7.39% |
$17.1K - $19.2K
|
1.63K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7KNew |
$1.93M - $2.17M
|
14.7K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$285K - $319K
|
2.16K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87+ 1.7% |
$11.5K - $12.9K
|
5.2K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 3.07% |
$457K - $512K
|
116K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-27- 0.74% |
$3.56K - $3.99K
|
3.62K
$475K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47K- 54.8% |
$6.2M - $6.95M
|
38.8K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.03K+ 6.17% |
$399K - $448K
|
52.1K
$6.85M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 34.67% |
$51.4K - $57.7K
|
735
$96.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 1.01% |
$4.61K - $5.18K
|
3.5K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.63K+ 39.44% |
$215K - $241K
|
5.76K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-60- 3.78% |
$7.91K - $8.87K
|
1.53K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
459+ 17.47% |
$60.5K - $67.9K
|
3.09K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$12.7K - $14.2K
|
96
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$132 - $148
|
206
$27.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.84KNew |
$242K - $272K
|
1.84K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 16.89% |
$46.7K - $52.3K
|
1.74K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2K- 15.61% |
$264K - $296K
|
10.8K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37- 0.45% |
$4.88K - $5.47K
|
8.13K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2.15K- 12.85% |
$284K - $318K
|
14.6K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
331+ 1.73% |
$43.6K - $48.9K
|
19.4K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213+ 8.41% |
$28.1K - $31.5K
|
2.75K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.6K+ 22.81% |
$1.26M - $1.42M
|
51.7K
$6.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 5.93% |
$192K - $215K
|
26K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 79.04% |
$2.04M - $2.29M
|
4.1K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50+ 0.73% |
$6.59K - $7.39K
|
6.94K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 50.0% |
$264K - $296K
|
2K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-32- 2.06% |
$4.22K - $4.73K
|
1.52K
$200K
|