Purchases and Sales Made in Q3 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-230- 4.42% |
$29.9K - $32.9K
|
4.97K
$706K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-250- 6.73% |
$32.5K - $35.8K
|
3.47K
$493K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 4.24% |
$40.4K - $44.5K
|
7.03K
$999K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-718- 2.99% |
$93.4K - $103K
|
23.3K
$3.31M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.51K- 25.61% |
$197K - $216K
|
4.39K
$624K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.58K- 7.06% |
$205K - $225K
|
20.8K
$2.95M
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.64K- 3.74% |
$343K - $377K
|
68K
$9.66M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.67K- 2.01% |
$477K - $524K
|
179K
$25.4M
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-4.89K- 3.85% |
$636K - $700K
|
122K
$17.4M
|