Latest Institutional Purchases of Vanguard Wellington Fd U S Val (VFVA)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Val (VFVA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.8KNew |
$3.03M - $3.36M
|
25.8K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.63K+ 0.87% |
$426K - $472K
|
421K
$51.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.73K+ 73.85% |
$320K - $354K
|
6.42K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.31K+ 0.87% |
$271K - $300K
|
267K
$32.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
584+ 2.24% |
$68.5K - $75.9K
|
26.7K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 28.06% |
$55.7K - $61.8K
|
2.17K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
284+ 0.49% |
$33.3K - $36.9K
|
58K
$7.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
150+ 0.69% |
$17.6K - $19.5K
|
21.9K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
123+ 2.86% |
$14.4K - $16K
|
4.43K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
82+ 0.64% |
$9.62K - $10.7K
|
12.9K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.34% |
$3.29K - $3.64K
|
8.24K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
19+ 0.06% |
$2.23K - $2.47K
|
32.7K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.76% |
$1.88K - $2.08K
|
2.13K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.21% |
$1.53K - $1.69K
|
6.1K
$748K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.2M - $2.43M
|
19.8K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.6K+ 30.46% |
$1.73M - $1.91M
|
66.7K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.2KNew |
$690K - $761K
|
6.2K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.92KNew |
$325K - $358K
|
2.92K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.86K+ 0.48% |
$318K - $351K
|
600K
$73.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.57K+ 5.5% |
$286K - $316K
|
49.4K
$6.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.7KNew |
$189K - $208K
|
1.7K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.07KNew |
$119K - $131K
|
1.07K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
834+ 24.08% |
$92.8K - $102K
|
4.3K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
402+ 7.83% |
$44.7K - $49.3K
|
5.54K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
365+ 6.77% |
$40.6K - $44.8K
|
5.76K
$705K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
343+ 5.18% |
$38.2K - $42.1K
|
6.97K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
277+ 3.04% |
$30.8K - $34K
|
9.39K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$20.7K - $22.8K
|
186
$22.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
178New |
$19.8K - $21.8K
|
178
$21.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
177+ 18.02% |
$19.7K - $21.7K
|
1.16K
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
81+ 0.93% |
$9.01K - $9.94K
|
8.83K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
75+ 0.7% |
$8.35K - $9.2K
|
10.8K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$6.01K - $6.62K
|
54
$6.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 1.06% |
$5.67K - $6.26K
|
4.88K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
23+ 0.33% |
$2.56K - $2.82K
|
6.9K
$845K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.74% |
$445 - $491
|
542
$66.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 586.69% |
$1.69M - $1.81M
|
17.9K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.07KNew |
$783K - $838K
|
7.07K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.7KNew |
$743K - $794K
|
6.7K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.1KNew |
$676K - $723K
|
6.1K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$413K - $442K
|
3.73K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.07K+ 74.49% |
$229K - $245K
|
4.85K
$594K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
789New |
$87.4K - $93.5K
|
789
$96.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.54K - $5.92K
|
50
$6.13K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.2KNew |
$238K - $263K
|
2.2K
$270K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$233K - $257K
|
2.16K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
851New |
$92.1K - $102K
|
851
$104K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
830+ 11.28% |
$89.9K - $99.1K
|
8.19K
$1M
|
|