Purchases and Sales Made in Q4 2024 in Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
58K+ 47.45% |
$8.09M - $8.72M
|
180K
$26.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
49KNew |
$6.84M - $7.37M
|
49K
$7.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.81KNew |
$1.23M - $1.32M
|
8.81K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.95K+ 7.59% |
$1.11M - $1.19M
|
113K
$16.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 92.19% |
$565K - $609K
|
8.44K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 100.0% |
$279K - $301K
|
4K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 99.69% |
$265K - $286K
|
3.81K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 5.53% |
$180K - $194K
|
24.6K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.04% |
$145K - $156K
|
101K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
852+ 25.99% |
$119K - $128K
|
4.13K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495+ 0.28% |
$69K - $74.4K
|
179K
$26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
491+ 2.64% |
$68.5K - $73.8K
|
19.1K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
267+ 0.39% |
$37.2K - $40.1K
|
68.2K
$9.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
251New |
$35K - $37.7K
|
251
$36.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$18K - $19.4K
|
129
$18.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104+ 4.28% |
$14.5K - $15.6K
|
2.53K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
65+ 2.54% |
$9.06K - $9.77K
|
2.63K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.95% |
$2.09K - $2.26K
|
1.59K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
15+ 0.36% |
$2.09K - $2.26K
|
4.23K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.69% |
$139 - $150
|
145
$21.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 16.67% |
$139 - $150
|
5
$726
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-85- 4.61% |
$11.9K - $12.8K
|
1.76K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-96- 2.64% |
$13.4K - $14.4K
|
3.54K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-176- 2.11% |
$24.5K - $26.5K
|
8.16K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-461- 5.44% |
$64.3K - $69.3K
|
8.01K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-500- 1.17% |
$69.7K - $75.2K
|
42.1K
$6.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.05K- 5.04% |
$146K - $157K
|
19.7K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 7.87% |
$153K - $165K
|
12.8K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.14K- 57.88% |
$298K - $321K
|
1.56K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.2K- 73.02% |
$2.26M - $2.43M
|
5.98K
$868K
|