Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.46K- 5.09% |
$137K - $166K
|
27.3K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.54K- 14.68% |
$238K - $289K
|
14.8K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.72K- 34.5% |
$254K - $309K
|
5.16K
$613K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.37K- 7.27% |
$409K - $497K
|
55.7K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.4K- 97.73% |
$600K - $728K
|
149
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.14K- 75.89% |
$763K - $925K
|
2.59K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.42K- 16.7% |
$789K - $957K
|
42K
$5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-8.93K- 1.43% |
$837K - $1.01M
|
618K
$73.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-12.4K- 6.01% |
$1.16M - $1.41M
|
194K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.5K- 61.83% |
$1.27M - $1.54M
|
8.37K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.3K- 77.49% |
$3.31M - $4.01M
|
10.3K
$1.22M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-57K- 99.07% |
$5.34M - $6.47M
|
537
$63.9K
|