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
$25.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
49KNew |
$6.84M - $7.37M
|
49K
$7.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 19.07% |
$1.92M - $2.07M
|
85.8K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.81KNew |
$1.23M - $1.32M
|
8.81K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.95K+ 7.59% |
$1.11M - $1.19M
|
113K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.77KNew |
$805K - $868K
|
5.77K
$827K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 92.19% |
$565K - $609K
|
8.44K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.5KNew |
$488K - $526K
|
3.5K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 15.81% |
$372K - $401K
|
19.6K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.64KNew |
$367K - $396K
|
2.64K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.6KNew |
$363K - $391K
|
2.6K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 100.0% |
$279K - $301K
|
4K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 99.69% |
$265K - $286K
|
3.81K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 5.53% |
$180K - $194K
|
24.6K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.04% |
$145K - $156K
|
101K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
852+ 25.99% |
$119K - $128K
|
4.13K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495+ 0.28% |
$69K - $74.4K
|
179K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
491+ 2.64% |
$68.5K - $73.8K
|
19.1K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
312New |
$43.5K - $46.9K
|
312
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
278New |
$38.8K - $41.8K
|
278
$39.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
267+ 0.39% |
$37.2K - $40.1K
|
68.2K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
261+ 7.63% |
$36.4K - $39.2K
|
3.68K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
251New |
$35K - $37.7K
|
251
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147New |
$20.5K - $22.1K
|
147
$21.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$18K - $19.4K
|
129
$18.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104+ 4.28% |
$14.5K - $15.6K
|
2.53K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67+ 1.33% |
$9.34K - $10.1K
|
5.11K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
65+ 2.54% |
$9.06K - $9.77K
|
2.63K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44+ 0.37% |
$6.14K - $6.62K
|
12K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
42+ 3.16% |
$5.86K - $6.32K
|
1.37K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
15+ 0.36% |
$2.09K - $2.26K
|
4.23K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.95% |
$2.09K - $2.26K
|
1.59K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13+ 3.3% |
$1.81K - $1.95K
|
407
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13+ 0.32% |
$1.81K - $1.95K
|
4.13K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$1.81K - $1.95K
|
13
$1.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$139 - $150
|
1.75K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.69% |
$139 - $150
|
145
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 16.67% |
$139 - $150
|
5
$716
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-85- 4.61% |
$11.9K - $12.8K
|
1.76K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-96- 2.64% |
$13.4K - $14.4K
|
3.54K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 38.18% |
$17.6K - $18.9K
|
204
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-136- 1.94% |
$19K - $20.5K
|
6.89K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-167- 4.38% |
$23.3K - $25.1K
|
3.64K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-176- 2.11% |
$24.5K - $26.5K
|
8.16K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-209- 23.94% |
$29.1K - $31.4K
|
664
$95.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-212- 5.17% |
$29.6K - $31.9K
|
3.89K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-343- 2.41% |
$47.8K - $51.6K
|
13.9K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-461- 5.44% |
$64.3K - $69.3K
|
8.01K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-500- 1.17% |
$69.7K - $75.2K
|
42.1K
$6.02M
|