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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$93.7 - $114
|
2.14K
$251K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
14.5K+ 25.44% |
$1.42M - $1.55M
|
71.3K
$8.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61KNew |
$453K - $494K
|
4.61K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$2.75K - $3K
|
28
$3.28K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27New |
$2.65K - $2.89K
|
27
$3.16K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.48% |
$98.2 - $107
|
209
$24.5K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 200.0% |
$9.09K - $9.99K
|
150
$17.6K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.3K+ 119.87% |
$2.24M - $2.68M
|
44.6K
$5.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
486+ 79.02% |
$44.8K - $53.6K
|
1.1K
$129K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
463New |
$42.7K - $51.1K
|
463
$54.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.7% |
$1.38K - $1.65K
|
2.16K
$254K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.94K+ 59.01% |
$263K - $309K
|
7.91K
$927K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$206K - $241K
|
2.29K
$268K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28KNew |
$204K - $239K
|
2.28K
$267K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
760New |
$68.2K - $79.9K
|
760
$89.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
500New |
$44.9K - $52.6K
|
500
$58.6K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
425New |
$38.1K - $44.7K
|
425
$49.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
195+ 0.33% |
$17.5K - $20.5K
|
59.8K
$7.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112+ 1.51% |
$10.1K - $11.8K
|
7.55K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36New |
$3.23K - $3.79K
|
36
$4.22K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$89.7 - $105
|
1
$117
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$89.7 - $105
|
1
$117
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.63KNew |
$488K - $593K
|
5.63K
$660K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
716+ 35.31% |
$62.1K - $75.4K
|
2.74K
$322K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
400New |
$34.7K - $42.1K
|
400
$46.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$6.16K - $7.48K
|
71
$8.32K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 9.71% |
$654K - $782K
|
81.1K
$9.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.4KNew |
$218K - $261K
|
2.4K
$281K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.39KNew |
$217K - $260K
|
2.39K
$280K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169New |
$17.2K - $18.6K
|
169
$19.8K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5.63KNew |
$527K - $572K
|
5.63K
$660K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.26KNew |
$305K - $331K
|
3.26K
$382K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.2KNew |
$4.34M - $5.46M
|
56.2K
$6.59M
|
|