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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-96- 9.93% |
$12.3K - $13.1K
|
871
$125K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-181- 10.57% |
$23.2K - $24.6K
|
1.53K
$219K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-30- 4.07% |
$3.84K - $4.08K
|
707
$101K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105+ 1.14% |
$13.4K - $14.3K
|
9.31K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$12K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183- 4.32% |
$23.4K - $24.9K
|
4.06K
$580K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.83K+ 86.66% |
$362K - $385K
|
6.09K
$871K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-187- 13.03% |
$23.9K - $25.4K
|
1.25K
$179K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2KNew |
$1.82M - $1.93M
|
14.2K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-644- 64.27% |
$82.5K - $87.6K
|
358
$51.2K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$40.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
504+ 25.31% |
$64.5K - $68.6K
|
2.5K
$357K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$197K - $209K
|
1.54K
$220K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.79K+ 14.09% |
$741K - $787K
|
46.9K
$6.71M
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-280- 13.18% |
$35.9K - $38.1K
|
1.85K
$264K
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-167- 8.15% |
$21.4K - $22.7K
|
1.88K
$269K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.06KNew |
$264K - $280K
|
2.06K
$295K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 4.73% |
$369K - $392K
|
63.8K
$9.12M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.57% |
$188K - $200K
|
30.7K
$4.39M
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-285- 3.31% |
$36.5K - $38.8K
|
8.33K
$1.19M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 15.32% |
$36.5K - $38.8K
|
1.58K
$225K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 5.95% |
$13.3K - $14.1K
|
1.85K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-790- 1.32% |
$101K - $107K
|
59K
$8.45M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.29% |
$1.92K - $2.04K
|
641
$91.7K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.08K+ 1.15% |
$267K - $283K
|
183K
$26.1M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 1.17% |
$20.1K - $21.4K
|
13.6K
$1.94M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 7.74% |
$144K - $153K
|
15.7K
$2.24M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.39K+ 11.98% |
$306K - $325K
|
22.3K
$3.19M
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.84K- 1.43% |
$236K - $251K
|
127K
$18.2M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.98K- 2.85% |
$253K - $269K
|
67.4K
$9.64M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 27.37% |
$3.33K - $3.54K
|
121
$17.3K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39+ 1.34% |
$4.99K - $5.3K
|
2.95K
$422K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
984+ 35.78% |
$126K - $134K
|
3.73K
$534K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$5.72K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.9K+ 53.97% |
$627K - $666K
|
14K
$2M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 6.34% |
$371K - $394K
|
42.8K
$6.12M
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.16K- 10.82% |
$149K - $158K
|
9.59K
$1.37M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
192+ 0.81% |
$24.6K - $26.1K
|
24K
$3.43M
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.61KNew |
$206K - $219K
|
1.61K
$230K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
37+ 1.48% |
$4.74K - $5.03K
|
2.54K
$364K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-767- 1.07% |
$98.2K - $104K
|
70.6K
$10.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 18.7% |
$216K - $230K
|
7.34K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$640 - $680
|
5.91K
$845K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-120- 6.57% |
$15.4K - $16.3K
|
1.71K
$244K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
507+ 3.12% |
$64.9K - $69K
|
16.8K
$2.4M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.38% |
$2.05K - $2.18K
|
4.2K
$601K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.03K- 7.66% |
$772K - $820K
|
72.7K
$10.4M
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 500.0% |
$640 - $680
|
6
$858
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73- 15.63% |
$9K - $10K
|
394
$56.4K
|