Purchases and Sales Made in Q3 2024 in Vanguard Wellington Fd U S Qua (VFQY)

VFQY Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Qua (VFQY) during Q3 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
Oct 21, 2024 Q3 2024
Foundations Investment Advisors, LLC

BUY
 -
41K
+ 64.25%
$5.33M - $5.86M
105K $15M
Nov 07, 2024 Q3 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
40.9K
+ 69.28%
$5.32M - $5.85M
100K $14.4M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
25.2K
+ 53.7%
$3.27M - $3.6M
72.1K $10.3M
Oct 08, 2024 Q3 2024
Royal Fund Management, LLC

BUY
 -
12.6K
+ 131.18%
$1.64M - $1.8M
22.2K $3.18M
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
7.57K
New
$984K - $1.08M
7.57K $1.09M
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
5.69K
+ 205.12%
$740K - $814K
8.47K $1.22M
Oct 24, 2024 Q3 2024
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
4.62K
+ 33.06%
$601K - $661K
18.6K $2.67M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
3.64K
New
$473K - $521K
3.64K $523K
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
3.47K
+ 220.38%
$451K - $496K
5.05K $725K
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
3.42K
New
$445K - $489K
3.42K $491K
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
3.28K
New
$426K - $469K
3.28K $471K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.24K
+ 75.84%
$291K - $320K
5.18K $744K
Oct 23, 2024 Q3 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
2.09K
+ 129.73%
$271K - $298K
3.69K $530K
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
2K
New
$260K - $286K
2K $287K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.67K
New
$217K - $238K
1.67K $239K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.19K
+ 7.58%
$155K - $170K
16.9K $2.42M
Oct 02, 2024 Q3 2024
First Community Trust Na

BUY
 -
901
New
$117K - $129K
901 $129K
Nov 07, 2024 Q3 2024
Gyl Financial Synergies, LLC

BUY
 -
669
+ 0.99%
$87K - $95.7K
68K $9.77M
Dec 26, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
568
+ 22.77%
$73.9K - $81.2K
3.06K $440K
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
568
+ 22.77%
$73.9K - $81.2K
3.06K $440K
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
371
+ 2.74%
$48.2K - $53.1K
13.9K $2M
Oct 31, 2024 Q3 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
369
+ 17.9%
$48K - $52.8K
2.43K $349K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
330
New
$42.9K - $47.2K
330 $47.4K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
323
+ 90.22%
$42K - $46.2K
681 $97.8K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
267
New
$34.7K - $38.2K
267 $38.3K
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
217
+ 14.17%
$28.2K - $31K
1.75K $251K
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
83
+ 0.7%
$10.8K - $11.9K
12K $1.72M
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
82
+ 6.57%
$10.7K - $11.7K
1.33K $191K
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
58
+ 1.43%
$7.54K - $8.3K
4.11K $591K
Nov 08, 2024 Q3 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
35
New
$4.55K - $5.01K
35 $5.03K
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
34
New
$4.42K - $4.86K
34 $4.88K
Oct 15, 2024 Q3 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
25
+ 1.33%
$3.25K - $3.58K
1.91K $274K
Oct 30, 2024 Q3 2024
Jnba Financial Advisors

BUY
 -
23
+ 19.01%
$2.99K - $3.29K
144 $20.7K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
22
+ 0.15%
$2.86K - $3.15K
14.2K $2.04M
Oct 15, 2024 Q3 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
18
+ 0.71%
$2.34K - $2.57K
2.56K $368K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
17
+ 0.18%
$2.21K - $2.43K
9.32K $1.34M
Nov 01, 2024 Q3 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
13
+ 0.31%
$1.69K - $1.86K
4.22K $605K
Oct 30, 2024 Q3 2024
Interactive Financial Advisors

Chicago, IL
BUY
 -
12
+ 0.14%
$1.56K - $1.72K
8.34K $1.2M
Nov 14, 2024 Q3 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
10
+ 0.24%
$1.3K - $1.43K
4.1K $589K
Nov 05, 2024 Q3 2024
Security Financial Services, Inc.

BUY
 -
8
+ 0.21%
$1.04K - $1.14K
3.81K $547K
Dec 02, 2024 Q3 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2
+ 0.23%
$260 - $286
873 $125K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.49%
$130 - $143
205 $29.4K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-40
- 5.66%
$5.2K - $5.72K
667 $95.8K
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
SELL
 -
-50
- 11.26%
$6.5K - $7.15K
394 $56.6K
Nov 14, 2024 Q3 2024
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-100
- 33.33%
$13K - $14.3K
200 $28.7K
Oct 16, 2024 Q3 2024
Melfa Wealth Management, LLC

Westborough, MA
SELL
 -
-133
- 7.8%
$17.3K - $19K
1.57K $226K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
SELL
 -
-137
- 3.67%
$17.8K - $19.6K
3.6K $516K
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

SELL
 -
-219
- 0.51%
$28.5K - $31.3K
42.6K $6.11M

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