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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
58K+ 47.45% |
$8.09M - $8.72M
|
180K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-96- 2.64% |
$13.4K - $14.4K
|
3.54K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.69% |
$139 - $150
|
145
$21.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104+ 4.28% |
$14.5K - $15.6K
|
2.53K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.04% |
$145K - $156K
|
101K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
491+ 2.64% |
$68.5K - $73.8K
|
19.1K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 7.87% |
$153K - $165K
|
12.8K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 99.69% |
$265K - $286K
|
3.81K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495+ 0.28% |
$69K - $74.4K
|
179K
$26.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 100.0% |
$279K - $301K
|
4K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.95K+ 7.59% |
$1.11M - $1.19M
|
113K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
267+ 0.39% |
$37.2K - $40.1K
|
68.2K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$18K - $19.4K
|
129
$18.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.95% |
$2.09K - $2.26K
|
1.59K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.2K- 73.02% |
$2.26M - $2.43M
|
5.98K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-500- 1.17% |
$69.7K - $75.2K
|
42.1K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
65+ 2.54% |
$9.06K - $9.77K
|
2.63K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
15+ 0.36% |
$2.09K - $2.26K
|
4.23K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 5.53% |
$180K - $194K
|
24.6K
$3.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 92.19% |
$565K - $609K
|
8.44K
$1.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 16.67% |
$139 - $150
|
5
$732
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
568+ 22.77% |
$73.9K - $81.2K
|
3.06K
$449K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.23% |
$260 - $286
|
873
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67KNew |
$217K - $238K
|
1.67K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.57KNew |
$984K - $1.08M
|
7.57K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
82+ 6.57% |
$10.7K - $11.7K
|
1.33K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22+ 0.15% |
$2.86K - $3.15K
|
14.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10+ 0.24% |
$1.3K - $1.43K
|
4.1K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50- 11.26% |
$6.5K - $7.15K
|
394
$57.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-40- 5.66% |
$5.2K - $5.72K
|
667
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58+ 1.43% |
$7.54K - $8.3K
|
4.11K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.42KNew |
$445K - $489K
|
3.42K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-100- 33.33% |
$13K - $14.3K
|
200
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.18% |
$2.21K - $2.43K
|
9.32K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
323+ 90.22% |
$42K - $46.2K
|
681
$99.8K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-230- 4.42% |
$29.9K - $32.9K
|
4.97K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.28KNew |
$426K - $469K
|
3.28K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.28KNew |
$426K - $469K
|
3.28K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
83+ 0.7% |
$10.8K - $11.9K
|
12K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 53.7% |
$3.27M - $3.6M
|
72.1K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$4.55K - $5.01K
|
35
$5.13K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
669+ 0.99% |
$87K - $95.7K
|
68K
$9.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8+ 0.21% |
$1.04K - $1.14K
|
3.81K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 4.24% |
$40.4K - $44.5K
|
7.03K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$1.56K - $1.72K
|
8.34K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
330New |
$42.9K - $47.2K
|
330
$48.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
34New |
$4.42K - $4.86K
|
34
$4.98K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 7.58% |
$155K - $170K
|
16.9K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.58K- 7.06% |
$205K - $225K
|
20.8K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.09K+ 129.73% |
$271K - $298K
|
3.69K
$541K
|
|