Purchases and Sales Made in Q1 2023 in Vanguard Wellington Fd U S Val (VFVA)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-26.4K- 3.81% |
$2.43M - $2.91M
|
665K
$79.2M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40.8K- 45.0% |
$3.77M - $4.5M
|
49.9K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.3K- 83.84% |
$4.08M - $4.88M
|
8.53K
$1.02M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48.3K- 90.73% |
$4.45M - $5.32M
|
4.93K
$587K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-62.3K- 20.76% |
$5.74M - $6.87M
|
238K
$28.3M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-72.2K- 31.35% |
$6.66M - $7.96M
|
158K
$18.8M
|