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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
14.5K+ 25.44% |
$1.42M - $1.55M
|
71.3K
$8.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-319- 12.2% |
$31.3K - $34.2K
|
2.3K
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 79.43% |
$84.1K - $91.8K
|
222
$26.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27New |
$2.65K - $2.89K
|
27
$3.21K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$2.75K - $3K
|
28
$3.33K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-414- 33.69% |
$37.6K - $41.4K
|
815
$97K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 200.0% |
$9.09K - $9.99K
|
150
$17.8K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 2.44% |
$9.13K - $10.9K
|
3.96K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.3K+ 119.87% |
$2.24M - $2.68M
|
44.6K
$5.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
463New |
$42.7K - $51.1K
|
463
$55.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-124- 1.02% |
$11.4K - $13.7K
|
12.1K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.7% |
$1.38K - $1.65K
|
2.16K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
486+ 79.02% |
$44.8K - $53.6K
|
1.1K
$131K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$89.7 - $105
|
1
$119
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
425New |
$38.1K - $44.7K
|
425
$50.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 98.99% |
$93.4M - $109M
|
10.7K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
500New |
$44.9K - $52.6K
|
500
$59.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36New |
$3.23K - $3.79K
|
36
$4.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$89.7 - $105
|
1
$119
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-986- 7.67% |
$88.5K - $104K
|
11.9K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112+ 1.51% |
$10.1K - $11.8K
|
7.55K
$898K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
195+ 0.33% |
$17.5K - $20.5K
|
59.8K
$7.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.94K+ 59.01% |
$263K - $309K
|
7.91K
$941K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$206K - $241K
|
2.29K
$272K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28KNew |
$204K - $239K
|
2.28K
$271K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
760New |
$68.2K - $79.9K
|
760
$90.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-3.36K- 9.11% |
$301K - $353K
|
33.5K
$3.98M
|
|
| Q3 2022 | |||||||
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-198KClosed |
$17.1M - $20.8M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.51K- 43.18% |
$217K - $264K
|
3.3K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.63KNew |
$488K - $593K
|
5.63K
$670K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
716+ 35.31% |
$62.1K - $75.4K
|
2.74K
$327K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
400New |
$34.7K - $42.1K
|
400
$47.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$6.16K - $7.48K
|
71
$8.45K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2- 0.89% |
$173 - $211
|
222
$26.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-306- 11.41% |
$26.5K - $32.2K
|
2.38K
$283K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 9.71% |
$654K - $782K
|
81.1K
$9.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-50Closed |
$4.55K - $5.45K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.39KNew |
$217K - $260K
|
2.39K
$284K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-18- 0.8% |
$1.64K - $1.96K
|
2.24K
$267K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.4KNew |
$218K - $261K
|
2.4K
$285K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-644- 12.31% |
$58.6K - $70.2K
|
4.59K
$546K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-915Closed |
$83.3K - $99.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.06KClosed |
$370K - $443K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.6KClosed |
$237K - $284K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
$232K - $278K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-60.6KClosed |
$5.52M - $6.61M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.2KClosed |
$1.2M - $1.44M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.33KClosed |
$394K - $471K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-267Closed |
$24.3K - $29.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-298KClosed |
$27.1M - $32.4M
|
0
$0
|
|