Latest Institutional Transactions on Vanguard Wellington Fd U S Val (VFVA)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Val (VFVA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
447+ 0.1% |
$54.9K - $57.9K
|
428K
$54.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
59+ 0.58% |
$7.25K - $7.64K
|
10.3K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
635+ 8.11% |
$78K - $82.2K
|
8.47K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
380+ 0.91% |
$46.7K - $49.2K
|
41.9K
$5.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
41+ 1.94% |
$5.04K - $5.31K
|
2.16K
$273K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-258- 11.73% |
$31.7K - $33.4K
|
1.94K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 184.71% |
$251K - $264K
|
3.15K
$398K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-31- 57.41% |
$3.81K - $4.01K
|
23
$2.91K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-74- 1.15% |
$9.09K - $9.58K
|
6.35K
$804K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
441+ 6.24% |
$54.2K - $57.1K
|
7.51K
$950K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-23- 6.87% |
$2.83K - $2.98K
|
312
$39.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.07% |
$246 - $259
|
2.7K
$342K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 0.74% |
$12.3K - $12.9K
|
13.4K
$1.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-199- 0.32% |
$24.5K - $25.8K
|
62.5K
$7.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.18K- 0.87% |
$268K - $282K
|
248K
$31.3M
|
|
| Q3 2025 | |||||||
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66- 0.95% |
$7.67K - $8.56K
|
6.85K
$867K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 9.86% |
$34.9K - $38.9K
|
3.34K
$423K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
31New |
$3.6K - $4.02K
|
31
$3.92K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
105+ 1.34% |
$12.2K - $13.6K
|
7.96K
$1.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-930- 14.22% |
$108K - $121K
|
5.61K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
443K+ 6034.68% |
$51.4M - $57.4M
|
450K
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-830- 28.37% |
$96.5K - $108K
|
2.1K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.1KNew |
$1.52M - $1.7M
|
13.1K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77- 0.37% |
$8.95K - $9.99K
|
20.7K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98KNew |
$230K - $257K
|
1.98K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-171- 7.59% |
$19.9K - $22.2K
|
2.08K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$5.35K - $5.97K
|
46
$5.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-759- 37.3% |
$88.2K - $98.4K
|
1.28K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-53- 5.06% |
$6.16K - $6.87K
|
994
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
2.01KNew |
$234K - $261K
|
2.01K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73+ 0.19% |
$8.48K - $9.47K
|
37.9K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-374- 5.13% |
$43.5K - $48.5K
|
6.91K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.8K+ 28.74% |
$4.27M - $4.77M
|
165K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-505- 10.42% |
$58.7K - $65.5K
|
4.34K
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.91K- 19.28% |
$455K - $507K
|
16.4K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
182+ 2.93% |
$21.2K - $23.6K
|
6.38K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.18% |
$116 - $130
|
549
$69.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.81KNew |
$675K - $754K
|
5.81K
$735K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 43.79% |
$2.64M - $2.95M
|
29.2K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-3.6K- 3.87% |
$419K - $467K
|
89.4K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.15K- 10.39% |
$134K - $150K
|
9.95K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 12.43% |
$117K - $131K
|
9.15K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
8+ 0.32% |
$930 - $1.04K
|
2.49K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.38% |
$930 - $1.04K
|
2.11K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 6.22% |
$390K - $435K
|
57.4K
$7.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-406- 11.4% |
$47.2K - $52.7K
|
3.16K
$399K
|
|
|
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
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.19K+ 10.65% |
$138K - $154K
|
12.3K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.13KNew |
$247K - $276K
|
2.13K
$269K
|
|