Purchases and Sales Made in Q2 2024 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
75.7KNew |
$9M - $9.58M
|
75.7K
$10.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 166.95% |
$1.51M - $1.61M
|
20.3K
$2.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.51K+ 30.61% |
$536K - $571K
|
19.3K
$2.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.71KNew |
$441K - $469K
|
3.71K
$505K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.69K+ 44.66% |
$439K - $468K
|
12K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.02KNew |
$359K - $383K
|
3.02K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.04K+ 97.88% |
$242K - $258K
|
4.11K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 4.0% |
$189K - $201K
|
41.3K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58K+ 44.89% |
$188K - $200K
|
5.11K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 13.56% |
$172K - $183K
|
12.1K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 7.87% |
$154K - $164K
|
17.8K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.18K+ 1.22% |
$141K - $150K
|
98K
$13.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 53.87% |
$137K - $146K
|
3.3K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
940+ 36.07% |
$112K - $119K
|
3.55K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
742+ 9.67% |
$88.2K - $94K
|
8.41K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
567+ 34.18% |
$67.4K - $71.8K
|
2.23K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
383+ 1.05% |
$45.5K - $48.5K
|
37K
$5.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
258+ 0.42% |
$30.7K - $32.7K
|
61.7K
$8.42M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231+ 462.0% |
$27.5K - $29.2K
|
281
$38.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231+ 462.0% |
$27.5K - $29.2K
|
281
$38.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
172+ 4.55% |
$20.4K - $21.8K
|
3.95K
$539K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
160+ 7.99% |
$19K - $20.3K
|
2.16K
$295K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
130+ 10.6% |
$15.5K - $16.5K
|
1.36K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55+ 3.21% |
$6.54K - $6.96K
|
1.77K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
28+ 28.0% |
$3.33K - $3.55K
|
128
$17.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
19+ 0.2% |
$2.26K - $2.41K
|
9.73K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 2.88% |
$357 - $380
|
107
$14.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$119 - $127
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12- 0.27% |
$1.43K - $1.52K
|
4.36K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-41- 2.03% |
$4.87K - $5.19K
|
1.98K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-138- 5.48% |
$16.4K - $17.5K
|
2.38K
$325K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168- 9.15% |
$20K - $21.3K
|
1.67K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-243- 18.26% |
$28.9K - $30.8K
|
1.09K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-333- 4.35% |
$39.6K - $42.2K
|
7.32K
$998K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.4K- 28.46% |
$167K - $178K
|
3.53K
$481K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.62K- 1.77% |
$667K - $711K
|
312K
$42.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.77K- 35.43% |
$1.04M - $1.11M
|
16K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12.6K- 53.08% |
$1.49M - $1.59M
|
11.1K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.7K- 9.43% |
$2.93M - $3.13M
|
237K
$32.3M
|