Purchases and Sales Made in Q4 2021 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
132KNew |
$13.3M - $14.5M
|
132K
$18M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
24.4K+ 12.53% |
$2.45M - $2.68M
|
219K
$29.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.53K+ 18.86% |
$858K - $938K
|
53.8K
$7.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
3.91K+ 6.04% |
$393K - $430K
|
68.6K
$9.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 11.25% |
$284K - $310K
|
27.9K
$3.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$134K - $146K
|
1.33K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29K+ 4.0% |
$129K - $141K
|
33.4K
$4.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
712+ 102.45% |
$71.6K - $78.3K
|
1.41K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
591New |
$59.4K - $65K
|
591
$80.5K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
480New |
$48.2K - $52.8K
|
480
$65.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
279+ 3.51% |
$28K - $30.7K
|
8.24K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
191+ 8.43% |
$19.2K - $21K
|
2.46K
$335K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
150+ 4.35% |
$15.1K - $16.5K
|
3.6K
$491K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
96+ 2.63% |
$9.65K - $10.6K
|
3.75K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19+ 0.54% |
$1.91K - $2.09K
|
3.53K
$481K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 28.07% |
$1.61K - $1.76K
|
73
$9.95K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.75% |
$201 - $220
|
268
$36.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-178- 81.28% |
$17.9K - $19.6K
|
41
$5.59K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 8.69% |
$18.4K - $20.1K
|
1.92K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$322K - $352K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.85K- 47.64% |
$588K - $644K
|
6.44K
$877K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.71KClosed |
$674K - $738K
|
0
$0
|