Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 396.73% |
$21.1M - $23.3M
|
267K
$36.4M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
88.6K+ 40.43% |
$8.78M - $9.66M
|
308K
$41.9M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
67K+ 50.75% |
$6.64M - $7.3M
|
199K
$27.1M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
10.5K+ 15.26% |
$1.04M - $1.14M
|
79.1K
$10.8M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.42K+ 383.48% |
$934K - $1.03M
|
11.9K
$1.62M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.37K+ 98.94% |
$631K - $694K
|
12.8K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.81KNew |
$477K - $524K
|
4.81K
$655K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 330.75% |
$475K - $522K
|
6.23K
$850K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.17KNew |
$413K - $454K
|
4.17K
$568K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.01KNew |
$299K - $328K
|
3.01K
$411K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 3.6% |
$99.7K - $110K
|
28.9K
$3.94M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
855+ 10.38% |
$84.8K - $93.2K
|
9.09K
$1.24M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
690+ 19.17% |
$68.4K - $75.2K
|
4.29K
$585K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
500+ 1.63% |
$49.6K - $54.5K
|
31.2K
$4.25M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
413+ 1.23% |
$40.9K - $45K
|
33.9K
$4.62M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
312+ 106.12% |
$30.9K - $34K
|
606
$82.6K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
120+ 3.2% |
$11.9K - $13.1K
|
3.87K
$528K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115+ 3.26% |
$11.4K - $12.5K
|
3.65K
$497K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 28.07% |
$1.59K - $1.74K
|
73
$9.95K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15New |
$1.49K - $1.64K
|
15
$2.05K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10+ 1.27% |
$992 - $1.09K
|
800
$109K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36Closed |
$3.57K - $3.92K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-122- 20.64% |
$12.1K - $13.3K
|
469
$63.9K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-148- 55.22% |
$14.7K - $16.1K
|
120
$16.4K
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-480Closed |
$47.6K - $52.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.33KClosed |
$132K - $145K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41KClosed |
$140K - $153K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92KClosed |
$191K - $210K
|
0
$0
|