Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 75.87% |
$1.51M - $1.65M
|
4.91K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.4K- 7.38% |
$1.61M - $1.76M
|
206K
$24.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.8K- 77.82% |
$2.04M - $2.23M
|
5.92K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.8K- 64.47% |
$3.91M - $4.26M
|
21.9K
$2.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43.8K- 48.29% |
$4.3M - $4.7M
|
46.9K
$5.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-46.4K- 44.91% |
$4.56M - $4.97M
|
56.9K
$6.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-48.1K- 46.04% |
$4.72M - $5.15M
|
56.3K
$6.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-67.1K- 21.32% |
$6.58M - $7.19M
|
247K
$29.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-391K- 89.44% |
$38.4M - $41.9M
|
46.2K
$5.49M
|