Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
76.2KNew |
$8.9M - $9.89M
|
76.2K
$10.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$1.79M - $1.99M
|
15.3K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.8KNew |
$1.61M - $1.79M
|
13.8K
$1.98M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.43KNew |
$984K - $1.09M
|
8.43K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.4K+ 69.18% |
$514K - $571K
|
10.8K
$1.55M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.34KNew |
$507K - $563K
|
4.34K
$623K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.22K+ 3.61% |
$493K - $548K
|
121K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.52K+ 100.88% |
$294K - $327K
|
5.02K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.27KNew |
$265K - $294K
|
2.27K
$326K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69KNew |
$197K - $219K
|
1.69K
$242K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.34K+ 3.93% |
$156K - $173K
|
35.3K
$5.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29K+ 14.08% |
$150K - $167K
|
10.4K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
684New |
$79.9K - $88.7K
|
684
$98.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
618+ 35.07% |
$72.1K - $80.2K
|
2.38K
$342K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
564New |
$65.8K - $73.2K
|
564
$81K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
235New |
$27.4K - $30.5K
|
235
$33.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
170+ 10.18% |
$19.8K - $22.1K
|
1.84K
$264K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$14.4K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
58New |
$6.77K - $7.52K
|
58
$8.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26+ 0.23% |
$3.04K - $3.37K
|
11.5K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
11New |
$1.28K - $1.43K
|
11
$1.58K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-161- 5.79% |
$18.8K - $20.9K
|
2.62K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-305- 1.95% |
$35.6K - $39.6K
|
15.4K
$2.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-875- 12.95% |
$102K - $114K
|
5.88K
$844K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05KClosed |
$473K - $526K
|
0
$0
|