Who owns Vanguard Wellington Fd us minimum?
- Ticker: VFMV
- CUSIP Number: 921935409
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Wellington Fd us minimum with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Wellington Fd us minimum stock
Who bought or sold Vanguard Wellington Fd us minimum this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 185k | $22M | -1% | Sep 2024 |
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| Foundations Investment Advisors | 95k | $12M | 67% | Sep 2024 |
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| Goss Wealth Management | 56k | $6.3M | 100% | Jun 2024 |
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| LPL Financial | 39k | $4.7M | 138% | Sep 2024 |
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| Umb Bank N A | 36k | $4.3M | 3% | Sep 2024 |
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| Pathstone Holdings | 12k | $1.5M | -8% | Sep 2024 |
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| H D Vest Advisory Services | 12k | $1.3M | 4% | Jun 2024 |
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| Compass Financial Group | 11k | $1.4M | -2% | Sep 2024 |
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| Royal Bank of Canada | 9.0k | $1.1M | 8% | Sep 2024 |
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| Envestnet Asset Management | 5.7k | $693k | -33% | Sep 2024 |
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| Interchange Capital Partners | 5.6k | $676k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 4.9k | $591k | -3% | Sep 2024 |
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| Commonwealth Equity Services | 4.8k | $590k | 24% | Sep 2024 |
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| D.A. Davidson & Co. | 3.8k | $428k | 0% | Jun 2024 |
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| Old Mission Capital | 3.4k | $385k | 100% | Jun 2024 |
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| Orion Portfolio Solutions | 3.2k | $388k | -53% | Sep 2024 |
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| Parkside Financial Bank & Trust | 2.2k | $270k | 0% | Sep 2024 |
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| Buckingham Strategic Partners | 2.2k | $270k | 0% | Sep 2024 |
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| Signature Estate and Investment Advisors | 2.0k | $237k | 100% | Sep 2024 |
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| Jane Street | 1.9k | $230k | 100% | Sep 2024 |
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| Flagship Harbor Advisors | 1.8k | $220k | 100% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 1.8k | $218k | -6% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 1.6k | $201k | 12% | Sep 2024 |
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| Advisor Group Holdings | 1.5k | $181k | -18% | Sep 2024 |
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| Parallel Advisors | 1.4k | $170k | 0% | Sep 2024 |
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| SRS Capital Advisors | 762.00 | $93k | 1% | Sep 2024 |
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| National Bank Of Canada /fi/ | 415.00 | $51k | 66% | Sep 2024 |
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| City State Bank | 100.00 | $12k | 0% | Sep 2024 |
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| Farther Finance Advisors | 84.00 | $10k | 100% | Sep 2024 |
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| JFS Wealth Advisors | 65.00 | $7.9k | 100% | Sep 2024 |
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| Morgan Stanley | 37.00 | $4.3k | 100% | Jun 2024 |
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| EverSource Wealth Advisors | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Vanguard Wellington Fd us minimum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 2.6k | $298k |
| Leo Wealth | Jun 2024 | 2.4k | $274k |
| Townsquare Capital | Mar 2024 | 2.2k | $241k |
| Brown Wealth Management | Mar 2024 | 2.2k | $241k |
| Raymond James Financial Services Advisors | Jun 2024 | 1.8k | $203k |
| IFP Advisors | Mar 2024 | 92.00 | $10k |