Purchases and Sales Made in Q3 2023 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.85KNew |
$901K - $963K
|
8.85K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.16KNew |
$525K - $561K
|
5.16K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.38KNew |
$243K - $260K
|
2.38K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.3KNew |
$235K - $251K
|
2.3K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.28K+ 59.84% |
$232K - $248K
|
6.09K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 14.45% |
$128K - $137K
|
9.97K
$1.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.23K+ 24.2% |
$125K - $134K
|
6.32K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
678+ 9.54% |
$69.1K - $73.8K
|
7.79K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
607+ 1.83% |
$61.8K - $66.1K
|
33.8K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300+ 5.73% |
$30.6K - $32.7K
|
5.53K
$714K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
261+ 0.25% |
$26.6K - $28.4K
|
104K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
253+ 8.02% |
$25.8K - $27.6K
|
3.41K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
205+ 2.62% |
$20.9K - $22.3K
|
8.04K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
200+ 66.67% |
$20.4K - $21.8K
|
500
$64.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
38+ 0.35% |
$3.87K - $4.14K
|
11K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7+ 0.44% |
$713 - $762
|
1.61K
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.78% |
$102 - $109
|
129
$16.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-62- 0.71% |
$6.31K - $6.75K
|
8.68K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-62- 0.25% |
$6.31K - $6.75K
|
24.9K
$3.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-220- 7.12% |
$22.4K - $24K
|
2.87K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-409- 53.82% |
$41.7K - $44.5K
|
351
$45.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489- 6.59% |
$49.8K - $53.3K
|
6.94K
$895K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-672- 16.07% |
$68.4K - $73.2K
|
3.51K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-677- 11.36% |
$69K - $73.7K
|
5.28K
$682K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.88K- 5.9% |
$192K - $205K
|
30.1K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 6.13% |
$1.71M - $1.83M
|
257K
$33.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-20.6K- 7.22% |
$2.09M - $2.24M
|
264K
$34.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-61.9K- 50.71% |
$6.31M - $6.74M
|
60.2K
$7.77M
|