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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$112 - $124
|
1
$103
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
169+ 0.63% |
$18.9K - $21K
|
26.9K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.32K+ 0.79% |
$371K - $412K
|
424K
$43.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.69K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.51K- 19.67% |
$168K - $187K
|
6.15K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.03K- 6.95% |
$451K - $501K
|
53.9K
$5.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.44% |
$6.38K - $7.09K
|
13K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.17K- 2.68% |
$801K - $891K
|
260K
$26.9M
|
|
| Q4 2024 | |||||||
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-540- 20.33% |
$63.4K - $70.2K
|
2.12K
$219K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$200K - $221K
|
1.7K
$176K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
153+ 2.76% |
$18K - $19.9K
|
5.69K
$588K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
42New |
$4.93K - $5.46K
|
42
$4.34K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$235 - $260
|
544
$56.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 121.35% |
$1.34M - $1.48M
|
20.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
852+ 13.16% |
$100K - $111K
|
7.33K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.5K+ 88.11% |
$1.11M - $1.24M
|
20.3K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95- 79.17% |
$11.1K - $12.4K
|
25
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 0.51% |
$7.28K - $8.06K
|
12.2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
738+ 10.98% |
$86.6K - $96K
|
7.46K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.46K- 38.59% |
$171K - $190K
|
2.32K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-755- 25.87% |
$88.6K - $98.2K
|
2.16K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.37% |
$939 - $1.04K
|
2.15K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.2K- 12.44% |
$376K - $416K
|
22.5K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$482K - $534K
|
4.11K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 19.35% |
$156K - $173K
|
5.56K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2K+ 261.22% |
$141K - $156K
|
1.66K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.9K- 34.85% |
$810K - $897K
|
12.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
223+ 3.23% |
$26.2K - $29K
|
7.12K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$1.76K - $1.95K
|
12.7K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.63% |
$117 - $130
|
159
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106New |
$12.4K - $13.8K
|
106
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-406- 0.79% |
$47.6K - $52.8K
|
51.1K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.37KNew |
$278K - $307K
|
2.37K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.17% |
$1.41K - $1.56K
|
6.91K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
44New |
$5.16K - $5.72K
|
44
$4.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.18K- 3.13% |
$138K - $153K
|
36.5K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 0.45% |
$6.22K - $6.89K
|
11.8K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-238- 6.19% |
$27.9K - $30.9K
|
3.61K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-65.8K- 10.95% |
$7.72M - $8.55M
|
535K
$55.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89New |
$10.4K - $11.6K
|
89
$9.19K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-55- 4.75% |
$6.45K - $7.15K
|
1.1K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$71.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$117 - $130
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-843- 12.1% |
$98.9K - $110K
|
6.12K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
42+ 0.48% |
$4.93K - $5.46K
|
8.87K
$916K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
690+ 7.79% |
$81K - $89.7K
|
9.55K
$986K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.59K+ 24.26% |
$187K - $207K
|
8.14K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.2K+ 91.0% |
$1.55M - $1.71M
|
27.7K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
727+ 1.47% |
$85.3K - $94.5K
|
50.1K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-80- 3.08% |
$9.39K - $10.4K
|
2.52K
$260K
|
|