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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 1.11% |
$2.93K - $3.55K
|
2.74K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7New |
$683 - $829
|
7
$886
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.5 - $118
|
1
$127
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.61% |
$2.46K - $2.74K
|
3.63K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$1.34K - $1.49K
|
12
$1.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$112 - $124
|
1
$127
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$482K - $534K
|
4.11K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$395K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$200K - $221K
|
1.7K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89New |
$10.4K - $11.6K
|
89
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
44New |
$5.16K - $5.72K
|
44
$5.57K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
42New |
$4.93K - $5.46K
|
42
$5.32K
|
|
| Q3 2024 | |||||||
|
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
$8.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.07KNew |
$119K - $131K
|
1.07K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$20.7K - $22.8K
|
186
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
178New |
$19.8K - $21.8K
|
178
$22.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$6.01K - $6.62K
|
54
$6.83K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.7KNew |
$743K - $794K
|
6.7K
$848K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
789New |
$87.4K - $93.5K
|
789
$99.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.54K - $5.92K
|
50
$6.33K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.2KNew |
$238K - $263K
|
2.2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$233K - $257K
|
2.16K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
851New |
$92.1K - $102K
|
851
$108K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
16+ 0.51% |
$1.73K - $1.91K
|
3.17K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.52% |
$1.3K - $1.43K
|
2.33K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$650 - $716
|
6
$759
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$9.37K - $11.4K
|
100
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$93.7 - $114
|
2.14K
$271K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
14.5K+ 25.44% |
$1.42M - $1.55M
|
71.3K
$9.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$2.75K - $3K
|
28
$3.54K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.48% |
$98.2 - $107
|
209
$26.5K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 200.0% |
$9.09K - $9.99K
|
150
$19K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.3K+ 119.87% |
$2.24M - $2.68M
|
44.6K
$5.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
486+ 79.02% |
$44.8K - $53.6K
|
1.1K
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.7% |
$1.38K - $1.65K
|
2.16K
$274K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.94K+ 59.01% |
$263K - $309K
|
7.91K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29KNew |
$206K - $241K
|
2.29K
$290K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28KNew |
$204K - $239K
|
2.28K
$288K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
760New |
$68.2K - $79.9K
|
760
$96.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
500New |
$44.9K - $52.6K
|
500
$63.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112+ 1.51% |
$10.1K - $11.8K
|
7.55K
$955K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$89.7 - $105
|
1
$127
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$89.7 - $105
|
1
$127
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.63KNew |
$488K - $593K
|
5.63K
$713K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
716+ 35.31% |
$62.1K - $75.4K
|
2.74K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
400New |
$34.7K - $42.1K
|
400
$50.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$6.16K - $7.48K
|
71
$8.99K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 9.71% |
$654K - $782K
|
81.1K
$10.3M
|
|