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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 9.52% |
$1.86K - $2.08K
|
184
$23.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
1.38K+ 0.68% |
$160K - $179K
|
204K
$25.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$3.48M - $3.89M
|
30K
$3.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-365- 18.3% |
$42.4K - $47.3K
|
1.63K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35+ 1.68% |
$4.07K - $4.54K
|
2.11K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
946New |
$110K - $123K
|
946
$120K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-82- 1.26% |
$9.53K - $10.6K
|
6.43K
$814K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.0% |
$2.32K - $2.59K
|
1.98K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139- 1.49% |
$16.2K - $18K
|
9.18K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
990+ 16.29% |
$115K - $128K
|
7.07K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-529- 2.66% |
$61.5K - $68.6K
|
19.4K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-121- 1.05% |
$14.1K - $15.7K
|
11.4K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-69- 17.08% |
$8.02K - $8.95K
|
335
$42.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.28K+ 1.01% |
$498K - $555K
|
428K
$54.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.13% |
$813 - $908
|
5.23K
$662K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-85- 0.63% |
$9.88K - $11K
|
13.5K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41.6KNew |
$4.83M - $5.39M
|
41.6K
$5.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40- 2.2% |
$4.65K - $5.19K
|
1.78K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59KNew |
$184K - $206K
|
1.59K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.8K- 5.23% |
$1.6M - $1.79M
|
250K
$31.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.03K+ 16.89% |
$119K - $133K
|
7.09K
$898K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-8K- 11.31% |
$929K - $1.04M
|
62.7K
$7.94M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 0.43% |
$8.78K - $10.7K
|
21K
$2.66M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.4KNew |
$136K - $165K
|
1.4K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 223.7% |
$307K - $373K
|
4.56K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-29.9K- 61.6% |
$2.91M - $3.54M
|
18.6K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-327- 0.91% |
$31.9K - $38.7K
|
35.6K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.5 - $118
|
1
$127
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$225K - $273K
|
2.31K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
306New |
$29.8K - $36.2K
|
306
$38.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.05% |
$390 - $474
|
8.57K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53KNew |
$636K - $773K
|
6.53K
$826K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.51% |
$6.14K - $7.46K
|
12.3K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 51.85% |
$6.83K - $8.29K
|
65
$8.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 268.42% |
$4.97K - $6.04K
|
70
$8.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 1.11% |
$2.93K - $3.55K
|
2.74K
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 6.71% |
$37.7K - $45.8K
|
5.38K
$681K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-54.4K- 98.03% |
$5.31M - $6.45M
|
1.09K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7New |
$683 - $829
|
7
$886
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$44.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 20.87% |
$1.19M - $1.33M
|
40.4K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.61% |
$2.46K - $2.74K
|
3.63K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.16K- 50.0% |
$130K - $144K
|
1.16K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 26.64% |
$114K - $126K
|
2.8K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-199- 9.2% |
$22.3K - $24.7K
|
1.96K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$1.34K - $1.49K
|
12
$1.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.83% |
$44.7K - $49.7K
|
21.5K
$2.72M
|
|