Purchases and Sales Made in Q1 2023 in Vanguard Wellington Fd U S Val (VFVA)

VFVA Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q1 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
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
35.5K
+ 412.0%
$3.28M - $3.92M
44.2K $5.69M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
28.9K
+ 100.34%
$2.67M - $3.19M
57.8K $7.44M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
24.4K
New
$2.25M - $2.69M
24.4K $3.14M
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
24.3K
+ 119.87%
$2.24M - $2.68M
44.6K $5.74M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
21.5K
+ 854.24%
$1.99M - $2.38M
24.1K $3.1M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
8.14K
+ 13.83%
$751K - $898K
67K $8.63M
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
6.6K
+ 2.13%
$608K - $728K
316K $40.7M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.86K
+ 31.59%
$448K - $536K
20.2K $2.61M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.9K
+ 86.76%
$175K - $210K
4.09K $527K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.8K
+ 1.72%
$166K - $198K
106K $13.7M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
692
+ 1.14%
$63.8K - $76.3K
61.2K $7.88M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
579
New
$53.4K - $63.9K
579 $74.5K
Apr 26, 2023 Q1 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
486
+ 79.02%
$44.8K - $53.6K
1.1K $142K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
463
New
$42.7K - $51.1K
463 $59.6K
May 12, 2023 Q1 2023
Milestone Advisory Partners

BUY
 -
425
+ 0.77%
$39.2K - $46.9K
55.9K $7.2M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
411
+ 2.34%
$37.9K - $45.3K
18K $2.32M
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
395
+ 11.35%
$36.4K - $43.6K
3.88K $499K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
353
+ 4.29%
$32.6K - $38.9K
8.59K $1.11M
Apr 21, 2023 Q1 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
270
+ 0.3%
$24.9K - $29.8K
89.9K $11.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
270
+ 8.91%
$24.9K - $29.8K
3.3K $425K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
138
+ 0.78%
$12.7K - $15.2K
17.7K $2.28M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
50
New
$4.61K - $5.51K
50 $6.44K
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
42
+ 1.02%
$3.87K - $4.63K
4.17K $537K
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
37
+ 0.38%
$3.41K - $4.08K
9.83K $1.27M
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
15
+ 0.7%
$1.38K - $1.65K
2.16K $278K
Apr 20, 2023 Q1 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
13
+ 0.5%
$1.2K - $1.43K
2.64K $339K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.49%
$92.2 - $110
206 $26.5K
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1
+ 0.03%
$92.2 - $110
2.96K $380K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
Closed
$92.2 - $110
0 $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-20
- 0.43%
$1.84K - $2.21K
4.65K $598K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-28
- 2.88%
$2.58K - $3.09K
944 $122K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-83
- 2.6%
$7.65K - $9.15K
3.11K $401K
May 11, 2023 Q1 2023
Barnes Pettey Financial Advisors, LLC

SELL
 -
-99
- 2.44%
$9.13K - $10.9K
3.96K $510K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-124
- 1.02%
$11.4K - $13.7K
12.1K $1.56M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
SELL
 -
-180
- 1.41%
$16.6K - $19.9K
12.6K $1.62M
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

SELL
 -
-226
- 0.83%
$20.8K - $24.9K
26.9K $3.47M
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
SELL
 -
-228
- 2.15%
$21K - $25.1K
10.4K $1.34M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-371
- 7.93%
$34.2K - $40.9K
4.31K $554K
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

SELL
 -
-532
- 1.46%
$49.1K - $58.7K
35.8K $4.61M
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

SELL
 -
-629
- 0.15%
$58K - $69.4K
422K $54.3M
Apr 19, 2023 Q1 2023
Wt Wealth Management

SELL
 -
-1.42K
- 12.2%
$131K - $156K
10.2K $1.31M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-2.32K
- 11.73%
$214K - $256K
17.5K $2.25M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.68K
- 5.28%
$247K - $296K
48.1K $6.19M
Apr 17, 2023 Q1 2023
Compass Ion Advisors, LLC

SELL
 -
-4.74K
- 1.94%
$437K - $523K
239K $30.8M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-5.2K
- 52.55%
$479K - $573K
4.69K $604K
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
SELL
 -
-8.61K
- 7.75%
$794K - $950K
103K $13.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-12.2K
- 60.96%
$1.12M - $1.34M
7.78K $1M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-13K
- 42.62%
$1.19M - $1.43M
17.4K $2.25M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

SELL
 -
-13.6K
- 10.25%
$1.25M - $1.5M
119K $15.3M

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