Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 184.71% |
$251K - $264K
|
3.15K
$398K
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
635+ 8.11% |
$78K - $82.2K
|
8.47K
$1.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
441+ 6.24% |
$54.2K - $57.1K
|
7.51K
$950K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
380+ 0.91% |
$46.7K - $49.2K
|
41.9K
$5.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
59+ 0.58% |
$7.25K - $7.64K
|
10.3K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
41+ 1.94% |
$5.04K - $5.31K
|
2.16K
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.07% |
$246 - $259
|
2.7K
$342K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-23- 6.87% |
$2.83K - $2.98K
|
312
$39.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-31- 57.41% |
$3.81K - $4.01K
|
23
$2.91K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-74- 1.15% |
$9.09K - $9.58K
|
6.35K
$804K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-100- 0.74% |
$12.3K - $12.9K
|
13.4K
$1.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-199- 0.32% |
$24.5K - $25.8K
|
62.5K
$7.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-258- 11.73% |
$31.7K - $33.4K
|
1.94K
$246K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.18K- 0.87% |
$268K - $282K
|
248K
$31.3M
|
|