Latest Institutional Purchases of Vanguard Wellington Fd U S Qua (VFQY)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2KNew |
$1.82M - $1.93M
|
14.2K
$2.03M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.79K+ 14.09% |
$741K - $787K
|
46.9K
$6.71M
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.9K+ 53.97% |
$627K - $666K
|
14K
$2M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 4.73% |
$369K - $392K
|
63.8K
$9.12M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.83K+ 86.66% |
$362K - $385K
|
6.09K
$871K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.39K+ 11.98% |
$306K - $325K
|
22.3K
$3.19M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.08K+ 1.15% |
$267K - $283K
|
183K
$26.1M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.06KNew |
$264K - $280K
|
2.06K
$295K
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.61KNew |
$206K - $219K
|
1.61K
$230K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$197K - $209K
|
1.54K
$220K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 7.74% |
$144K - $153K
|
15.7K
$2.24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
984+ 35.78% |
$126K - $134K
|
3.73K
$534K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
507+ 3.12% |
$64.9K - $69K
|
16.8K
$2.4M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
504+ 25.31% |
$64.5K - $68.6K
|
2.5K
$357K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$40.6K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
192+ 0.81% |
$24.6K - $26.1K
|
24K
$3.43M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 1.17% |
$20.1K - $21.4K
|
13.6K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105+ 1.14% |
$13.4K - $14.3K
|
9.31K
$1.33M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 5.95% |
$13.3K - $14.1K
|
1.85K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$12K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$5.72K
|
|
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 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
37+ 1.48% |
$4.74K - $5.03K
|
2.54K
$364K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 27.37% |
$3.33K - $3.54K
|
121
$17.3K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.38% |
$2.05K - $2.18K
|
4.2K
$601K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$640 - $680
|
5.91K
$845K
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 500.0% |
$640 - $680
|
6
$858
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.36KNew |
$537K - $597K
|
4.36K
$623K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21KNew |
$273K - $303K
|
2.21K
$317K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$213K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
371+ 12.86% |
$45.7K - $50.8K
|
3.26K
$466K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$50.1K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35+ 0.29% |
$4.31K - $4.79K
|
11.9K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3+ 0.07% |
$370 - $411
|
4.09K
$585K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$370 - $411
|
3.8K
$544K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.78KNew |
$296K - $354K
|
2.78K
$397K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
852New |
$90.8K - $109K
|
852
$122K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
716New |
$76.3K - $91.3K
|
716
$102K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594New |
$63.3K - $75.8K
|
594
$85K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
394New |
$42K - $50.2K
|
394
$56.4K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
300New |
$32K - $38.3K
|
300
$42.9K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
137New |
$14.6K - $17.5K
|
137
$19.6K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112+ 121.74% |
$11.9K - $14.3K
|
204
$29.2K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$10.7K - $12.8K
|
100
$14.3K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.73K+ 21.23% |
$635K - $683K
|
32.7K
$4.68M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29KNew |
$475K - $511K
|
4.29K
$613K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
14+ 0.25% |
$1.55K - $1.67K
|
5.58K
$798K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.27% |
$111 - $119
|
80
$11.4K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$268K
|