Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28.3K+ 600.89% |
$2.76M - $3.17M
|
33.1K
$4.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.3K+ 14.67% |
$1.39M - $1.6M
|
111K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$1.12M - $1.29M
|
11.5K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.7K+ 6.36% |
$1.04M - $1.2M
|
179K
$26.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.26KNew |
$512K - $589K
|
5.26K
$771K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 10.98% |
$446K - $513K
|
46.2K
$6.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.04KNew |
$296K - $341K
|
3.04K
$446K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04KNew |
$296K - $341K
|
3.04K
$446K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.55KNew |
$249K - $286K
|
2.55K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.23KNew |
$217K - $250K
|
2.23K
$328K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 17.0% |
$201K - $231K
|
14.2K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$195K - $224K
|
2K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.48K+ 12.89% |
$144K - $165K
|
12.9K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.38K+ 16.84% |
$135K - $155K
|
9.6K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
656New |
$63.9K - $73.5K
|
656
$96.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
606New |
$59K - $67.9K
|
606
$88.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
539+ 2.61% |
$52.5K - $60.4K
|
21.2K
$3.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
500+ 12500.0% |
$48.7K - $56K
|
504
$73.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
482+ 21.46% |
$46.9K - $54K
|
2.73K
$400K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
357+ 2.15% |
$34.8K - $40K
|
16.9K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180+ 6.0% |
$17.5K - $20.2K
|
3.18K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$9.74K - $11.2K
|
100
$14.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
54+ 1.44% |
$5.26K - $6.05K
|
3.79K
$556K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 33.33% |
$4.87K - $5.6K
|
200
$29.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 78.43% |
$3.89K - $4.48K
|
91
$13.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
19+ 0.34% |
$1.85K - $2.13K
|
5.54K
$812K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$1.17K - $1.34K
|
12
$1.76K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6+ 0.23% |
$584 - $672
|
2.58K
$378K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$487 - $560
|
3.43K
$503K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.28% |
$97.4 - $112
|
79
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.4 - $112
|
1
$147
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7- 0.25% |
$682 - $784
|
2.83K
$415K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-51- 87.93% |
$4.97K - $5.71K
|
7
$1.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 44.28% |
$99.4K - $114K
|
1.29K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.55K- 41.65% |
$151K - $173K
|
2.17K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.77K- 14.04% |
$270K - $311K
|
17K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-6K- 50.0% |
$584K - $672K
|
6K
$880K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-15.3K- 19.56% |
$1.49M - $1.71M
|
62.9K
$9.22M
|