Purchases and Sales Made in Q3 2025 in Vanguard Wellington Fd U S Val (VFVA)

VFVA Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q3 2025. 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
Oct 31, 2025 Q3 2025
Vantagepoint Investment Advisers LLC

BUY
 -
507K
New
$58.9M - $65.7M
507K $64.1M
Nov 14, 2025 Q3 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
443K
+ 6034.68%
$51.4M - $57.4M
450K $56.9M
Oct 15, 2025 Q3 2025
Capital Advisors Wealth Management, LLC

BUY
 -
41.6K
New
$4.83M - $5.39M
41.6K $5.26M
Nov 14, 2025 Q3 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
36.8K
+ 28.74%
$4.27M - $4.77M
165K $20.8M
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
30K
New
$3.48M - $3.89M
30K $3.79M
Nov 14, 2025 Q3 2025
Two Sigma Investments, LP

New York, NY
BUY
 -
13.1K
New
$1.52M - $1.7M
13.1K $1.66M
Nov 04, 2025 Q3 2025
Savant Capital, LLC

BUY
 -
8.61K
New
$1M - $1.12M
8.61K $1.09M
Nov 13, 2025 Q3 2025
Glenmede Investment Management, LP

Philadelphia, PA
BUY
 -
5.81K
New
$675K - $754K
5.81K $735K
Oct 20, 2025 Q3 2025
Armbruster Capital Management, Inc.

BUY
 -
4.28K
+ 1.01%
$498K - $555K
428K $54.1M
Nov 12, 2025 Q3 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.36K
+ 6.22%
$390K - $435K
57.4K $7.26M
Nov 14, 2025 Q3 2025
Exit Wealth Advisors, Llc.

Atlanta, GA
BUY
 -
2.01K
New
$234K - $261K
2.01K $254K
Nov 14, 2025 Q3 2025
Integrated Wealth Concepts LLC

BUY
 -
1.98K
New
$230K - $257K
1.98K $251K
Oct 14, 2025 Q3 2025
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
1.59K
New
$184K - $206K
1.59K $201K
Oct 28, 2025 Q3 2025
Burrus Financial Services, Inc.

Salt Lake City, UT
BUY
 -
1.38K
+ 0.68%
$160K - $179K
204K $25.8M
Nov 12, 2025 Q3 2025
Core First Bank & Trust

Topeka, KS
BUY
 -
1.19K
+ 10.65%
$138K - $154K
12.3K $1.56M
Oct 09, 2025 Q3 2025
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
1.03K
+ 16.89%
$119K - $133K
7.09K $898K
Nov 12, 2025 Q3 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.01K
+ 12.43%
$117K - $131K
9.15K $1.16M
Oct 22, 2025 Q3 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
990
+ 16.29%
$115K - $128K
7.07K $894K
Oct 27, 2025 Q3 2025
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
946
New
$110K - $123K
946 $120K
Nov 06, 2025 Q3 2025
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
662
+ 9.23%
$76.9K - $85.9K
7.83K $991K
Nov 19, 2025 Q3 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
300
+ 9.86%
$34.9K - $38.9K
3.34K $423K
Oct 29, 2025 Q3 2025
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
252
New
$29.3K - $32.7K
252 $31.9K
Nov 07, 2025 Q3 2025
Essex Financial Services, Inc.

BUY
 -
211
+ 5.23%
$24.5K - $27.4K
4.25K $538K
Nov 13, 2025 Q3 2025
Bank Of Montreal

Toronto, A6
BUY
 -
182
+ 2.93%
$21.2K - $23.6K
6.38K $808K
Nov 07, 2025 Q3 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
148
New
$17.2K - $19.2K
148 $18.7K
Nov 17, 2025 Q3 2025
Keystone Financial Group

BUY
 -
105
+ 1.34%
$12.2K - $13.6K
7.96K $1.01M
Nov 14, 2025 Q3 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
73
+ 0.19%
$8.48K - $9.47K
37.9K $4.8M
Oct 30, 2025 Q3 2025
Hara Capital LLC

Bellevue, WA
BUY
 -
71
+ 6.87%
$8.25K - $9.21K
1.11K $140K
Nov 14, 2025 Q3 2025
Northwestern Mutual Wealth Management CO

BUY
 -
46
New
$5.35K - $5.97K
46 $5.82K
Oct 27, 2025 Q3 2025
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
35
+ 1.68%
$4.07K - $4.54K
2.11K $268K
Oct 31, 2025 Q3 2025
Whittier Trust CO

BUY
 -
33
+ 0.37%
$3.83K - $4.28K
8.99K $1.14M
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
31
New
$3.6K - $4.02K
31 $3.92K
Nov 06, 2025 Q3 2025
Compass Advisory Group LLC

BUY
 -
22
+ 0.22%
$2.56K - $2.85K
10.2K $1.3M
Oct 29, 2025 Q3 2025
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
16
+ 9.52%
$1.86K - $2.08K
184 $23.3K
Nov 14, 2025 Q3 2025
Triumph Capital Management

BUY
 -
10
New
$1.16K - $1.3K
10 $1.27K
Oct 09, 2025 Q3 2025
Perkins Coie Trust CO

BUY
 -
10
New
$1.16K - $1.3K
10 $1.27K
Nov 12, 2025 Q3 2025
Private Advisor Group, LLC

BUY
 -
10
+ 0.16%
$1.16K - $1.3K
6.14K $776K
Nov 12, 2025 Q3 2025
Smart Money Group LLC

BUY
 -
8
+ 0.32%
$930 - $1.04K
2.49K $315K
Oct 17, 2025 Q3 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
7
+ 0.13%
$813 - $908
5.23K $662K
Nov 13, 2025 Q3 2025
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
1
+ 0.18%
$116 - $130
549 $69.5K
Nov 12, 2025 Q3 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
SELL
 -
-8
- 0.38%
$930 - $1.04K
2.11K $268K
Oct 23, 2025 Q3 2025
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-20
- 1.0%
$2.32K - $2.59K
1.98K $251K
Oct 15, 2025 Q3 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-40
- 2.2%
$4.65K - $5.19K
1.78K $225K
Oct 30, 2025 Q3 2025
Parkside Financial Bank & Trust

SELL
 -
-49
- 2.64%
$5.69K - $6.36K
1.81K $229K
Nov 14, 2025 Q3 2025
National Bank Of Canada

SELL
 -
-53
- 5.06%
$6.16K - $6.87K
994 $126K
Nov 20, 2025 Q3 2025
Centaurus Financial, Inc.

SELL
 -
-66
- 0.95%
$7.67K - $8.56K
6.85K $867K
Oct 21, 2025 Q3 2025
True Wealth Design, LLC

Akron, OH
SELL
 -
-69
- 17.08%
$8.02K - $8.95K
335 $42.4K
Nov 14, 2025 Q3 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-77
- 0.37%
$8.95K - $9.99K
20.7K $2.62M
Oct 24, 2025 Q3 2025
Stonehearth Capital Management, LLC

SELL
 -
-82
- 1.26%
$9.53K - $10.6K
6.43K $814K

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