Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-65.8K- 10.95% |
$7.72M - $8.55M
|
535K
$61.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.9K- 34.85% |
$810K - $897K
|
12.9K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.7K- 32.57% |
$434K - $481K
|
7.65K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$80.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.2K- 12.44% |
$376K - $416K
|
22.5K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.82K- 4.89% |
$331K - $367K
|
54.8K
$6.32M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.72K- 42.45% |
$320K - $354K
|
3.69K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.7K- 2.38% |
$316K - $350K
|
110K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 48.72% |
$279K - $309K
|
2.5K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.46K- 38.59% |
$171K - $190K
|
2.32K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 19.35% |
$156K - $173K
|
5.56K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.18K- 3.13% |
$138K - $153K
|
36.5K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-843- 12.1% |
$98.9K - $110K
|
6.12K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-755- 25.87% |
$88.6K - $98.2K
|
2.16K
$249K
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-540- 20.33% |
$63.4K - $70.2K
|
2.12K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-406- 0.79% |
$47.6K - $52.8K
|
51.1K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-238- 6.19% |
$27.9K - $30.9K
|
3.61K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-141- 3.57% |
$16.5K - $18.3K
|
3.81K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95- 79.17% |
$11.1K - $12.4K
|
25
$2.88K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-85- 3.39% |
$9.97K - $11.1K
|
2.42K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-80- 3.08% |
$9.39K - $10.4K
|
2.52K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-55- 4.75% |
$6.45K - $7.15K
|
1.1K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.17% |
$1.41K - $1.56K
|
6.91K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.37% |
$939 - $1.04K
|
2.15K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$117 - $130
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-268- 7.02% |
$29.8K - $32.9K
|
3.55K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 2.56% |
$16.7K - $18.4K
|
5.72K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-48- 0.91% |
$5.34K - $5.89K
|
5.23K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 16.19% |
$5.01K - $5.52K
|
233
$26.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$210K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$8.99K
|
|
| Q1 2024 | |||||||
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.3K- 8.89% |
$1.87M - $2.06M
|
177K
$20.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.62K- 24.24% |
$716K - $789K
|
20.7K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.9K- 72.26% |
$530K - $584K
|
1.88K
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 2.25% |
$7.58K - $8.35K
|
3.04K
$351K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-51- 96.23% |
$4.78K - $5.8K
|
2
$231
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.11K- 12.02% |
$109K - $119K
|
8.12K
$936K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 79.43% |
$84.1K - $91.8K
|
222
$25.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-319- 12.2% |
$31.3K - $34.2K
|
2.3K
$265K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-414- 33.69% |
$37.6K - $41.4K
|
815
$94K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-124- 1.02% |
$11.4K - $13.7K
|
12.1K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 2.44% |
$9.13K - $10.9K
|
3.96K
$456K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 98.99% |
$93.4M - $109M
|
10.7K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-3.36K- 9.11% |
$301K - $353K
|
33.5K
$3.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-986- 7.67% |
$88.5K - $104K
|
11.9K
$1.37M
|
|
| 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
$380K
|
|