Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2KNew |
$1.82M - $1.93M
|
14.2K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.79K+ 14.09% |
$741K - $787K
|
46.9K
$6.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.9K+ 53.97% |
$627K - $666K
|
14K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 4.73% |
$369K - $392K
|
63.8K
$9.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.83K+ 86.66% |
$362K - $385K
|
6.09K
$874K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.39K+ 11.98% |
$306K - $325K
|
22.3K
$3.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.08K+ 1.15% |
$267K - $283K
|
183K
$26.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.06KNew |
$264K - $280K
|
2.06K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.61KNew |
$206K - $219K
|
1.61K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$197K - $209K
|
1.54K
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 7.74% |
$144K - $153K
|
15.7K
$2.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
984+ 35.78% |
$126K - $134K
|
3.73K
$536K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
507+ 3.12% |
$64.9K - $69K
|
16.8K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
504+ 25.31% |
$64.5K - $68.6K
|
2.5K
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284New |
$36.4K - $38.6K
|
284
$40.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
192+ 0.81% |
$24.6K - $26.1K
|
24K
$3.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 1.17% |
$20.1K - $21.4K
|
13.6K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105+ 1.14% |
$13.4K - $14.3K
|
9.31K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 5.95% |
$13.3K - $14.1K
|
1.85K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84New |
$10.8K - $11.4K
|
84
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50+ 12.69% |
$6.4K - $6.8K
|
444
$63.8K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50+ 12.69% |
$6.4K - $6.8K
|
444
$63.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
40New |
$5.12K - $5.44K
|
40
$5.74K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39+ 1.34% |
$4.99K - $5.3K
|
2.95K
$423K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
37+ 1.48% |
$4.74K - $5.03K
|
2.54K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 27.37% |
$3.33K - $3.54K
|
121
$17.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.38% |
$2.05K - $2.18K
|
4.2K
$603K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$640 - $680
|
5.91K
$848K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 500.0% |
$640 - $680
|
6
$862
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-12- 0.48% |
$1.54K - $1.63K
|
2.51K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.29% |
$1.92K - $2.04K
|
641
$92K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-30- 4.07% |
$3.84K - $4.08K
|
707
$102K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-96- 9.93% |
$12.3K - $13.1K
|
871
$125K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-120- 6.57% |
$15.4K - $16.3K
|
1.71K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-167- 8.15% |
$21.4K - $22.7K
|
1.88K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-181- 10.57% |
$23.2K - $24.6K
|
1.53K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183- 4.32% |
$23.4K - $24.9K
|
4.06K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-187- 13.03% |
$23.9K - $25.4K
|
1.25K
$179K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-280- 13.18% |
$35.9K - $38.1K
|
1.85K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 15.32% |
$36.5K - $38.8K
|
1.58K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-285- 3.31% |
$36.5K - $38.8K
|
8.33K
$1.2M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-568- 18.54% |
$72.7K - $77.3K
|
2.5K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-644- 64.27% |
$82.5K - $87.6K
|
358
$51.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-767- 1.07% |
$98.2K - $104K
|
70.6K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-790- 1.32% |
$101K - $107K
|
59K
$8.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.16K- 10.82% |
$149K - $158K
|
9.59K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 4.57% |
$188K - $200K
|
30.7K
$4.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 18.7% |
$216K - $230K
|
7.34K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.84K- 1.43% |
$236K - $251K
|
127K
$18.3M
|