Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
41.3K+ 73.99% |
$3.92M - $4.67M
|
97.1K
$14.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
12KNew |
$1.14M - $1.36M
|
12K
$1.76M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.48K+ 5.32% |
$805K - $960K
|
168K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
8.22KNew |
$780K - $930K
|
8.22K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.4KNew |
$702K - $838K
|
7.4K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.72KNew |
$448K - $534K
|
4.72K
$691K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.03K+ 17.33% |
$383K - $456K
|
27.3K
$4M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 33.53% |
$289K - $345K
|
12.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.25KNew |
$213K - $254K
|
2.25K
$329K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 5.08% |
$191K - $228K
|
41.7K
$6.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.14K+ 6.11% |
$108K - $129K
|
19.8K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
729+ 24.4% |
$69.2K - $82.5K
|
3.72K
$544K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
245New |
$23.2K - $27.7K
|
245
$35.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
209+ 1.86% |
$19.8K - $23.7K
|
11.5K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$14.2K - $17K
|
150
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
90+ 0.78% |
$8.54K - $10.2K
|
11.6K
$1.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
78New |
$7.4K - $8.83K
|
78
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20+ 0.71% |
$1.9K - $2.26K
|
2.84K
$415K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
16+ 0.63% |
$1.52K - $1.81K
|
2.57K
$377K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.04% |
$94.9 - $113
|
2.31K
$338K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8- 0.23% |
$759 - $905
|
3.43K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14- 0.64% |
$1.33K - $1.58K
|
2.19K
$320K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 9.01% |
$2.75K - $3.28K
|
293
$42.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 1.22% |
$3.51K - $4.19K
|
3K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-44- 51.76% |
$4.18K - $4.98K
|
41
$6.01K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-64- 1.15% |
$6.07K - $7.24K
|
5.52K
$808K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-248- 6.22% |
$23.5K - $28.1K
|
3.74K
$548K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-375- 98.94% |
$35.6K - $42.4K
|
4
$586
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-389- 1.85% |
$36.9K - $44K
|
20.7K
$3.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-600- 3.49% |
$56.9K - $67.9K
|
16.6K
$2.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.6K- 11.95% |
$1.01M - $1.2M
|
78.1K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24K- 91.75% |
$2.27M - $2.71M
|
2.15K
$316K
|