Purchases and Sales Made in Q3 2024 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 197.49% |
$4.82M - $5.27M
|
60.5K
$8.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.6K+ 8.77% |
$1.03M - $1.13M
|
107K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.82KNew |
$698K - $764K
|
5.82K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.26KNew |
$631K - $691K
|
5.26K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.02KNew |
$601K - $658K
|
5.02K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35KNew |
$522K - $571K
|
4.35K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.83K+ 21.57% |
$460K - $503K
|
21.6K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.56KNew |
$427K - $467K
|
3.56K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.26KNew |
$391K - $428K
|
3.26K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.52K+ 13.08% |
$302K - $331K
|
21.8K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.76K+ 44.56% |
$211K - $231K
|
5.71K
$779K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.34K+ 15.9% |
$160K - $176K
|
9.75K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.11K+ 9.18% |
$134K - $146K
|
13.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
979+ 1.29% |
$117K - $129K
|
76.7K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
979New |
$117K - $129K
|
979
$133K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
972New |
$117K - $128K
|
972
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
845+ 2.28% |
$101K - $111K
|
37.8K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
599+ 16.89% |
$71.8K - $78.6K
|
4.15K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
353+ 9.52% |
$42.3K - $46.3K
|
4.06K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
246+ 18.14% |
$29.5K - $32.3K
|
1.6K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 6.06% |
$24K - $26.3K
|
3.5K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
141+ 213.64% |
$16.9K - $18.5K
|
207
$28.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$16.2K - $17.7K
|
135
$18.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 0.77% |
$8.99K - $9.84K
|
9.81K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58New |
$6.96K - $7.61K
|
58
$7.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.54K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.54K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 20.31% |
$3.12K - $3.41K
|
154
$21K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
19+ 0.8% |
$2.28K - $2.49K
|
2.4K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.12% |
$2.28K - $2.49K
|
16K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.2K - $1.31K
|
1.97K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.15% |
$360 - $394
|
1.98K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$120 - $131
|
1
$136
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.45% |
$959 - $1.05K
|
1.76K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-44- 1.98% |
$5.28K - $5.78K
|
2.18K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-67- 1.9% |
$8.04K - $8.79K
|
3.46K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-71- 3.28% |
$8.52K - $9.32K
|
2.09K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73- 6.9% |
$8.75K - $9.58K
|
985
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-100- 2.29% |
$12K - $13.1K
|
4.26K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-147- 2.01% |
$17.6K - $19.3K
|
7.18K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-230- 81.85% |
$27.6K - $30.2K
|
51
$6.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346- 8.41% |
$41.5K - $45.4K
|
3.77K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-564- 0.18% |
$67.6K - $74K
|
311K
$42.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 14.16% |
$203K - $222K
|
10.3K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.28K- 44.71% |
$274K - $300K
|
2.82K
$385K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 4.97% |
$368K - $403K
|
58.7K
$8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.9K- 10.91% |
$3.1M - $3.4M
|
211K
$28.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.3K- 75.89% |
$3.76M - $4.11M
|
9.95K
$1.36M
|