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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.06K+ 5.88% |
$363K - $440K
|
55.1K
$8.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-820- 12.82% |
$97.1K - $118K
|
5.58K
$839K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
109+ 279.49% |
$12.9K - $15.7K
|
148
$22.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27+ 0.54% |
$3.2K - $3.88K
|
4.98K
$750K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
957+ 3.67% |
$113K - $138K
|
27K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.33% |
$1.66K - $2.01K
|
4.26K
$641K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.46KNew |
$172K - $209K
|
1.46K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-451- 50.06% |
$53.4K - $64.8K
|
450
$67.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 40.6% |
$139K - $156K
|
3.66K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-49- 7.35% |
$6.46K - $7.25K
|
618
$93K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 7.39% |
$17.1K - $19.2K
|
1.63K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.45% |
$1.32K - $1.48K
|
2.22K
$335K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 34.67% |
$51.4K - $57.7K
|
735
$111K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 1.01% |
$4.61K - $5.18K
|
3.5K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.49% |
$132 - $148
|
206
$31K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$12.7K - $14.2K
|
96
$14.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 16.89% |
$46.7K - $52.3K
|
1.74K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 50.0% |
$264K - $296K
|
2K
$301K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.5KNew |
$488K - $526K
|
3.5K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.77KNew |
$805K - $868K
|
5.77K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
312New |
$43.5K - $46.9K
|
312
$46.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$1.81K - $1.95K
|
13
$1.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
278New |
$38.8K - $41.8K
|
278
$41.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 38.18% |
$17.6K - $18.9K
|
204
$30.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
251New |
$35K - $37.7K
|
251
$37.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-96- 2.64% |
$13.4K - $14.4K
|
3.54K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
58K+ 47.45% |
$8.09M - $8.72M
|
180K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$18K - $19.4K
|
129
$19.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 16.67% |
$139 - $150
|
5
$752
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.67KNew |
$217K - $238K
|
1.67K
$251K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67KNew |
$217K - $238K
|
1.67K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-230- 4.42% |
$29.9K - $32.9K
|
4.97K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.28KNew |
$426K - $469K
|
3.28K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$4.55K - $5.01K
|
35
$5.27K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
669+ 0.99% |
$87K - $95.7K
|
68K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
34New |
$4.42K - $4.86K
|
34
$5.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.24K+ 75.84% |
$291K - $320K
|
5.18K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137- 3.67% |
$17.8K - $19.6K
|
3.6K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
267New |
$34.7K - $38.2K
|
267
$40.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$12.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$42.7K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$197K - $209K
|
1.54K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.57% |
$188K - $200K
|
30.7K
$4.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$6.02K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.03K- 7.66% |
$772K - $820K
|
72.7K
$10.9M
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$52.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
852New |
$90.8K - $109K
|
852
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
394New |
$42K - $50.2K
|
394
$59.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594New |
$63.3K - $75.8K
|
594
$89.4K
|
|