Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47K- 54.8% |
$6.2M - $6.95M
|
38.8K
$5.1M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 79.04% |
$2.04M - $2.29M
|
4.1K
$539K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2.15K- 12.85% |
$284K - $318K
|
14.6K
$1.92M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2K- 15.61% |
$264K - $296K
|
10.8K
$1.43M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 50.0% |
$264K - $296K
|
2K
$263K
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.61K- 20.11% |
$212K - $238K
|
6.4K
$841K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 34.67% |
$51.4K - $57.7K
|
735
$96.7K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 16.89% |
$46.7K - $52.3K
|
1.74K
$229K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-278- 6.74% |
$36.6K - $41.1K
|
3.85K
$506K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-145- 72.5% |
$19.1K - $21.4K
|
55
$7.23K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-130- 7.39% |
$17.1K - $19.2K
|
1.63K
$214K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-108- 5.83% |
$14.2K - $16K
|
1.75K
$230K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-107- 1.22% |
$14.1K - $15.8K
|
8.7K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-60- 3.78% |
$7.91K - $8.87K
|
1.53K
$201K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 8.13% |
$7.12K - $7.98K
|
610
$80.2K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-49- 7.35% |
$6.46K - $7.25K
|
618
$81.3K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37- 0.45% |
$4.88K - $5.47K
|
8.13K
$1.07M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-32- 2.06% |
$4.22K - $4.73K
|
1.52K
$200K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-27- 0.74% |
$3.56K - $3.99K
|
3.62K
$475K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.45% |
$1.32K - $1.48K
|
2.22K
$293K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-212- 5.17% |
$29.6K - $31.9K
|
3.89K
$511K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 38.18% |
$17.6K - $18.9K
|
204
$26.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-96- 2.64% |
$13.4K - $14.4K
|
3.54K
$466K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 16.67% |
$139 - $150
|
5
$658
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-230- 4.42% |
$29.9K - $32.9K
|
4.97K
$654K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137- 3.67% |
$17.8K - $19.6K
|
3.6K
$473K
|
|
Q2 2024 | |||||||
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.03K- 7.66% |
$772K - $820K
|
72.7K
$9.56M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.57% |
$188K - $200K
|
30.7K
$4.04M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 45.5% |
$53.4K - $63.9K
|
600
$78.9K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-161- 6.96% |
$17.2K - $20.5K
|
2.15K
$283K
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-137- 6.64% |
$14.6K - $17.5K
|
1.93K
$253K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 19.22% |
$12.7K - $15.2K
|
500
$65.8K
|
|
Q2 2023 | |||||||
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-137- 3.52% |
$14.2K - $15.6K
|
3.75K
$494K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 3.52% |
$14.2K - $15.6K
|
3.75K
$494K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101- 0.79% |
$10.5K - $11.5K
|
12.7K
$1.67M
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-51- 87.93% |
$4.97K - $5.71K
|
7
$921
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-44- 51.76% |
$4.18K - $4.98K
|
41
$5.39K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.79KClosed |
$267K - $326K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.59KClosed |
$247K - $303K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3KClosed |
$220K - $269K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.55K- 6.71% |
$149K - $182K
|
21.6K
$2.84M
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-684Closed |
$74.8K - $86.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-235Closed |
$25.7K - $29.8K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.46KClosed |
$283K - $304K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-272Closed |
$22.6K - $27.2K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-350Closed |
$27K - $31K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-177- 16.43% |
$13.7K - $15.7K
|
900
$118K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.98KClosed |
$356K - $507K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.48KClosed |
$326K - $465K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1Closed |
$55 - $88.3
|
0
$0
|