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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25+ 1.33% |
$3.25K - $3.58K
|
1.91K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 0.71% |
$2.34K - $2.57K
|
2.56K
$364K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
217+ 14.17% |
$28.2K - $31K
|
1.75K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-718- 2.99% |
$93.4K - $103K
|
23.3K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
12.6K+ 131.18% |
$1.64M - $1.8M
|
22.2K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
267New |
$34.7K - $38.2K
|
267
$38K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
901New |
$117K - $129K
|
901
$128K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.83K+ 86.66% |
$362K - $385K
|
6.09K
$866K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$40.4K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$197K - $209K
|
1.54K
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-280- 13.18% |
$35.9K - $38.1K
|
1.85K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.57% |
$188K - $200K
|
30.7K
$4.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 5.95% |
$13.3K - $14.1K
|
1.85K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.29% |
$1.92K - $2.04K
|
641
$91.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$5.69K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
507+ 3.12% |
$64.9K - $69K
|
16.8K
$2.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.03K- 7.66% |
$772K - $820K
|
72.7K
$10.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 500.0% |
$640 - $680
|
6
$853
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21KNew |
$273K - $303K
|
2.21K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$212K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
852New |
$90.8K - $109K
|
852
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
394New |
$42K - $50.2K
|
394
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$10.7K - $12.8K
|
100
$14.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594New |
$63.3K - $75.8K
|
594
$84.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 45.5% |
$53.4K - $63.9K
|
600
$85.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
716New |
$76.3K - $91.3K
|
716
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 19.22% |
$12.7K - $15.2K
|
500
$71.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-137- 6.64% |
$14.6K - $17.5K
|
1.93K
$274K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-54- 2.51% |
$5.75K - $6.89K
|
2.1K
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-161- 6.96% |
$17.2K - $20.5K
|
2.15K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
137New |
$14.6K - $17.5K
|
137
$19.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.73K+ 21.23% |
$635K - $683K
|
32.7K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.27% |
$111 - $119
|
80
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29KNew |
$475K - $511K
|
4.29K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
14+ 0.25% |
$1.55K - $1.67K
|
5.58K
$794K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-137- 3.52% |
$14.2K - $15.6K
|
3.75K
$534K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$104 - $114
|
1
$142
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
181New |
$18.8K - $20.6K
|
181
$25.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 3.52% |
$14.2K - $15.6K
|
3.75K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
173New |
$17.9K - $19.7K
|
173
$24.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101- 0.79% |
$10.5K - $11.5K
|
12.7K
$1.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
131New |
$13.6K - $14.9K
|
131
$18.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 100.0% |
$20.7K - $23K
|
400
$56.9K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6K+ 100.0% |
$620K - $690K
|
12K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 4.78% |
$1.45K - $1.61K
|
307
$43.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43New |
$4.44K - $4.95K
|
43
$6.11K
|
|