Latest Institutional Purchases of Vanguard Wellington Fd (VFMV)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 15.89% |
$206K - $237K
|
16.8K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.65KNew |
$148K - $170K
|
1.65K
$210K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
400+ 7.55% |
$35.8K - $41.1K
|
5.7K
$726K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153New |
$13.7K - $15.7K
|
153
$19.5K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58New |
$5.17K - $6K
|
58
$7.39K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.48KNew |
$136K - $155K
|
1.48K
$188K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.71K - $10.6K
|
100
$12.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
4.97KNew |
$400K - $446K
|
4.97K
$633K
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
63New |
N/A
|
63
$8.03K
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
200New |
N/A
|
200
$25.5K
|
|