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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
507KNew |
$58.9M - $65.7M
|
507K
$64.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
443K+ 6034.68% |
$51.4M - $57.4M
|
450K
$56.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41.6KNew |
$4.83M - $5.39M
|
41.6K
$5.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.8K+ 28.74% |
$4.27M - $4.77M
|
165K
$20.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$3.48M - $3.89M
|
30K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.1KNew |
$1.52M - $1.7M
|
13.1K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.61KNew |
$1M - $1.12M
|
8.61K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.81KNew |
$675K - $754K
|
5.81K
$735K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.28K+ 1.01% |
$498K - $555K
|
428K
$54.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 6.22% |
$390K - $435K
|
57.4K
$7.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.13KNew |
$247K - $276K
|
2.13K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
2.01KNew |
$234K - $261K
|
2.01K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98KNew |
$230K - $257K
|
1.98K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59KNew |
$184K - $206K
|
1.59K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
1.38K+ 0.68% |
$160K - $179K
|
204K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.19K+ 10.65% |
$138K - $154K
|
12.3K
$1.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.03K+ 16.89% |
$119K - $133K
|
7.09K
$898K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 12.43% |
$117K - $131K
|
9.15K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
990+ 16.29% |
$115K - $128K
|
7.07K
$894K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
946New |
$110K - $123K
|
946
$120K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
662+ 9.23% |
$76.9K - $85.9K
|
7.83K
$991K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 9.86% |
$34.9K - $38.9K
|
3.34K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
252New |
$29.3K - $32.7K
|
252
$31.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
211+ 5.23% |
$24.5K - $27.4K
|
4.25K
$538K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
182+ 2.93% |
$21.2K - $23.6K
|
6.38K
$808K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
148New |
$17.2K - $19.2K
|
148
$18.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
105+ 1.34% |
$12.2K - $13.6K
|
7.96K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73+ 0.19% |
$8.48K - $9.47K
|
37.9K
$4.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
71+ 6.87% |
$8.25K - $9.21K
|
1.11K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$5.35K - $5.97K
|
46
$5.82K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35+ 1.68% |
$4.07K - $4.54K
|
2.11K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.37% |
$3.83K - $4.28K
|
8.99K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
31New |
$3.6K - $4.02K
|
31
$3.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
22+ 0.22% |
$2.56K - $2.85K
|
10.2K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 9.52% |
$1.86K - $2.08K
|
184
$23.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.16% |
$1.16K - $1.3K
|
6.14K
$776K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
8+ 0.32% |
$930 - $1.04K
|
2.49K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.13% |
$813 - $908
|
5.23K
$662K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.18% |
$116 - $130
|
549
$69.5K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53KNew |
$636K - $773K
|
6.53K
$826K
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$225K - $273K
|
2.31K
$292K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.4KNew |
$136K - $165K
|
1.4K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$44.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
306New |
$29.8K - $36.2K
|
306
$38.7K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 0.43% |
$8.78K - $10.7K
|
21K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.51% |
$6.14K - $7.46K
|
12.3K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 268.42% |
$4.97K - $6.04K
|
70
$8.86K
|
|