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 | 177k | $19M | 2% | Mar 2024 |
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| RWM Asset Management | 76k | $8.5M | -12% | Mar 2024 |
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| Foundations Investment Advisors | 54k | $6.0M | 6% | Mar 2024 |
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| Umb Bank N A | 35k | $3.9M | -2% | Mar 2024 |
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| UBS Group | 27k | $3.0M | 7% | Mar 2024 |
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| Pathstone Holdings | 14k | $1.5M | -1% | Mar 2024 |
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| LPL Financial | 13k | $1.4M | 26% | Mar 2024 |
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| Compass Financial Group | 12k | $1.3M | -5% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $1.3M | -76% | Mar 2024 |
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| Royal Bank of Canada | 8.3k | $931k | -7% | Mar 2024 |
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| Envestnet Asset Management | 7.9k | $889k | -14% | Mar 2024 |
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| Keystone Financial Group | 7.6k | $850k | 5% | Mar 2024 |
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| Orion Portfolio Solutions | 6.7k | $755k | 72% | Mar 2024 |
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| Susquehanna International | 5.3k | $598k | 57% | Mar 2024 |
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| Cambridge Investment Research Advisors | 5.0k | $559k | -7% | Mar 2024 |
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| Commonwealth Equity Services | 4.0k | $449k | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 3.8k | $421k | 1% | Mar 2024 |
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| Parallel Advisors | 3.5k | $392k | -5% | Mar 2024 |
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| Citadel Advisors | 2.5k | $277k | -12% | Mar 2024 |
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| JNB Advisors | 2.3k | $256k | 0% | Mar 2024 |
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| Buckingham Strategic Partners | 2.2k | $248k | 100% | Mar 2024 |
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| Brown Wealth Management | 2.2k | $241k | 0% | Mar 2024 |
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| Townsquare Capital | 2.2k | $241k | 0% | Mar 2024 |
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| Parkside Financial Bank & Trust | 2.1k | $239k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.1k | $232k | 100% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 2.0k | $225k | -5% | Mar 2024 |
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| Advisor Group Holdings | 1.8k | $204k | 8% | Mar 2024 |
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| SRS Capital Advisors | 754.00 | $79k | 1% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 668.00 | $75k | -52% | Mar 2024 |
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| Coppell Advisory Solutions | 393.00 | $41k | 100% | Dec 2023 |
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| IFP Advisors | 280.00 | $29k | -65% | Dec 2023 |
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| National Bank Of Canada /fi/ | 250.00 | $26k | 0% | Dec 2023 |
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| City State Bank | 100.00 | $11k | 0% | Mar 2024 |
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| McIlrath & Eck | 63.00 | $7.0k | 0% | Mar 2024 |
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Who sold out of Vanguard Wellington Fd us minimum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Spire Wealth Management | Dec 2023 | 1.1k | $112k |
| Tradition Wealth Management | Dec 2023 | 500.00 | $52k |
| Morgan Stanley | Sep 2023 | 130.00 | $13k |
| Bank Of Montreal | Dec 2023 | 123.00 | $13k |