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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$214K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$50.3K
|
|
| Q4 2023 | |||||||
|
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
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594New |
$63.3K - $75.8K
|
594
$85.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
394New |
$42K - $50.2K
|
394
$56.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
137New |
$14.6K - $17.5K
|
137
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$10.7K - $12.8K
|
100
$14.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.73K+ 21.23% |
$635K - $683K
|
32.7K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29KNew |
$475K - $511K
|
4.29K
$616K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
14+ 0.25% |
$1.55K - $1.67K
|
5.58K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.27% |
$111 - $119
|
80
$11.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$269K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
181New |
$18.8K - $20.6K
|
181
$26K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
173New |
$17.9K - $19.7K
|
173
$24.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
131New |
$13.6K - $14.9K
|
131
$18.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$104 - $114
|
1
$144
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6K+ 100.0% |
$620K - $690K
|
12K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 100.0% |
$20.7K - $23K
|
400
$57.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43New |
$4.44K - $4.95K
|
43
$6.18K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 4.78% |
$1.45K - $1.61K
|
307
$44.1K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28.3K+ 600.89% |
$2.76M - $3.17M
|
33.1K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
606New |
$59K - $67.9K
|
606
$87.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$9.74K - $11.2K
|
100
$14.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$1.17K - $1.34K
|
12
$1.72K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.03K+ 17.33% |
$383K - $456K
|
27.3K
$3.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
245New |
$23.2K - $27.7K
|
245
$35.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
90+ 0.78% |
$8.54K - $10.2K
|
11.6K
$1.67M
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.91K - $2.34K
|
20
$2.87K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61KNew |
$505K - $584K
|
4.61K
$663K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188+ 10.22% |
$20.6K - $23.8K
|
2.03K
$291K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
95+ 4.19% |
$10.4K - $12K
|
2.37K
$340K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$14.4K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
11New |
$1.28K - $1.43K
|
11
$1.58K
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.68K - $1.94K
|
17
$2.44K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
5.51KNew |
$457K - $551K
|
5.51K
$792K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.13KNew |
$259K - $313K
|
3.13K
$450K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182New |
$10.8K - $15.4K
|
182
$26.2K
|
|