Latest Institutional Purchases of Vanguard Wellington Fd U S Qua (VFQY)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
442New |
$52.4K - $63.5K
|
442
$65.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$6.52K - $7.9K
|
55
$8.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 40.6% |
$139K - $156K
|
3.66K
$545K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
58K+ 47.45% |
$8.09M - $8.72M
|
180K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.77KNew |
$805K - $868K
|
5.77K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
312New |
$43.5K - $46.9K
|
312
$46.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
278New |
$38.8K - $41.8K
|
278
$41.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
251New |
$35K - $37.7K
|
251
$37.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$18K - $19.4K
|
129
$19.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.28KNew |
$426K - $469K
|
3.28K
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.24K+ 75.84% |
$291K - $320K
|
5.18K
$772K
|
|
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.67KNew |
$217K - $238K
|
1.67K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67KNew |
$217K - $238K
|
1.67K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
669+ 0.99% |
$87K - $95.7K
|
68K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
34New |
$4.42K - $4.86K
|
34
$5.06K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$42.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$12.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$5.96K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.49KNew |
$183K - $204K
|
1.49K
$222K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350New |
$43.1K - $47.9K
|
350
$52.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
852New |
$90.8K - $109K
|
852
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
716New |
$76.3K - $91.3K
|
716
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594New |
$63.3K - $75.8K
|
594
$88.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
394New |
$42K - $50.2K
|
394
$58.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
137New |
$14.6K - $17.5K
|
137
$20.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.73K+ 21.23% |
$635K - $683K
|
32.7K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29KNew |
$475K - $511K
|
4.29K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
14+ 0.25% |
$1.55K - $1.67K
|
5.58K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.27% |
$111 - $119
|
80
$11.9K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
181New |
$18.8K - $20.6K
|
181
$27K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
173New |
$17.9K - $19.7K
|
173
$25.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
131New |
$13.6K - $14.9K
|
131
$19.5K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6K+ 100.0% |
$620K - $690K
|
12K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 4.78% |
$1.45K - $1.61K
|
307
$45.7K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28.3K+ 600.89% |
$2.76M - $3.17M
|
33.1K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
606New |
$59K - $67.9K
|
606
$90.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$9.74K - $11.2K
|
100
$14.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$1.17K - $1.34K
|
12
$1.79K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.03K+ 17.33% |
$383K - $456K
|
27.3K
$4.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
245New |
$23.2K - $27.7K
|
245
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
90+ 0.78% |
$8.54K - $10.2K
|
11.6K
$1.73M
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.91K - $2.34K
|
20
$2.98K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
95+ 4.19% |
$10.4K - $12K
|
2.37K
$352K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$14.9K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
11New |
$1.28K - $1.43K
|
11
$1.64K
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.68K - $1.94K
|
17
$2.53K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
5.51KNew |
$457K - $551K
|
5.51K
$821K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.13KNew |
$259K - $313K
|
3.13K
$466K
|
|