Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd U S Qua (VFQY)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50.8KNew |
$5.56M - $6.43M
|
50.8K
$7.3M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$3.09M - $3.58M
|
28.2K
$4.06M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
23.1KNew |
$2.53M - $2.93M
|
23.1K
$3.32M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
15.9K+ 13.12% |
$1.74M - $2.01M
|
137K
$19.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$1.49M - $1.73M
|
13.6K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
8.05K+ 10.56% |
$881K - $1.02M
|
84.3K
$12.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.79K+ 50.79% |
$852K - $986K
|
23.1K
$3.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.73K+ 41.47% |
$626K - $725K
|
19.5K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61KNew |
$505K - $584K
|
4.61K
$662K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
4.25KNew |
$465K - $539K
|
4.25K
$611K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.63K+ 33.71% |
$397K - $460K
|
14.4K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.43KNew |
$266K - $308K
|
2.43K
$349K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.23K+ 1.95% |
$244K - $283K
|
117K
$16.7M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97KNew |
$216K - $250K
|
1.97K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.95KNew |
$213K - $247K
|
1.95K
$280K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
1.28K+ 8.33% |
$140K - $162K
|
16.6K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
593New |
$64.9K - $75.1K
|
593
$85.1K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
487+ 4.66% |
$53.3K - $61.7K
|
10.9K
$1.57M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
261+ 15.46% |
$28.6K - $33.1K
|
1.95K
$280K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188+ 10.22% |
$20.6K - $23.8K
|
2.03K
$291K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
178+ 7.48% |
$19.5K - $22.5K
|
2.56K
$367K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
95+ 4.19% |
$10.4K - $12K
|
2.37K
$340K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
64+ 0.56% |
$7K - $8.11K
|
11.6K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-58Closed |
$6.34K - $7.35K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-60- 1.38% |
$6.56K - $7.6K
|
4.28K
$615K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-235- 4.32% |
$25.7K - $29.8K
|
5.2K
$747K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-235Closed |
$25.7K - $29.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-322- 12.28% |
$35.2K - $40.8K
|
2.3K
$330K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-520- 92.2% |
$56.9K - $65.9K
|
44
$6.32K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-684Closed |
$74.8K - $86.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.9K- 37.86% |
$208K - $241K
|
3.12K
$448K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 45.33% |
$292K - $338K
|
3.22K
$462K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.48K- 76.92% |
$709K - $821K
|
1.95K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-32.8K- 92.68% |
$3.58M - $4.15M
|
2.59K
$372K
|