Latest Institutional Transactions on Vanguard Wellington Fd Us Mult (VFMF)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
68+ 200.0% |
$7.62K - $8.63K
|
102
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.31% |
$560 - $634
|
1.62K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
83.8KNew |
$9.39M - $10.6M
|
83.8K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$265K - $300K
|
2.37K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$290K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78+ 2.29% |
$7.61K - $9.06K
|
3.48K
$504K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-409- 53.82% |
$41.7K - $44.5K
|
351
$50.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-26- 54.17% |
$2.45K - $2.7K
|
22
$3.18K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
319New |
$30.2K - $33.8K
|
319
$46.1K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-85- 30.47% |
$8.05K - $8.99K
|
194
$28K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$415K - $464K
|
4.39K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 8.12% |
$1.8K - $2.01K
|
215
$31.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.34K - $6.19K
|
201
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$42.3M - $49.1M
|
4.78K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.7KNew |
$1.33M - $1.54M
|
14.7K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3KNew |
$118K - $136K
|
1.3K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
630+ 315.0% |
$57.1K - $66.1K
|
830
$120K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$88.9K - $103K
|
10.7K
$1.55M
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
$1.34K - $1.58K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
4.61KNew |
$411K - $486K
|
4.61K
$666K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
420+ 9.79% |
$37.5K - $44.3K
|
4.71K
$681K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$322K - $352K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$305K - $332K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
$133K - $142K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-660Closed |
$46.8K - $55.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.1K - $8.41K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$166K - $189K
|
2.5K
$361K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22+ 38.6% |
$1.15K - $1.59K
|
79
$11.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.6KClosed |
$868K - $1.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.4KClosed |
$702K - $969K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
SELL
|
- |
-21.4KClosed |
$1.12M - $1.54M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-359Closed |
$17.3K - $29.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17KClosed |
$85.4K - $95.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-155Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 22, 2019
Q4 2018
|
Northstar Group, Inc.
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|