Purchases and Sales Made in Q4 2022 in Vanguard Wellington Fd U S Val (VFVA)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$89.7 - $105
|
1
$119
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$89.7 - $105
|
1
$119
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-342- 2.72% |
$30.7K - $36K
|
12.2K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-364- 8.23% |
$32.7K - $38.3K
|
4.06K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-545- 18.22% |
$48.9K - $57.3K
|
2.45K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-986- 7.67% |
$88.5K - $104K
|
11.9K
$1.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.17K- 2.06% |
$105K - $122K
|
55.5K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.96K- 0.69% |
$265K - $311K
|
423K
$50.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-3.36K- 9.11% |
$301K - $353K
|
33.5K
$3.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.17K- 10.29% |
$374K - $438K
|
36.3K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.56K- 68.78% |
$499K - $584K
|
2.52K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-16.6K- 45.08% |
$1.49M - $1.75M
|
20.3K
$2.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-32.2K- 19.54% |
$2.89M - $3.39M
|
133K
$15.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-33.6K- 12.1% |
$3.01M - $3.53M
|
244K
$29M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.02M- 59.69% |
$91.9M - $108M
|
692K
$82.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 98.99% |
$93.4M - $109M
|
10.7K
$1.27M
|