Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
129KNew |
$14M - $15.5M
|
129K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 213.03% |
$2.64M - $2.91M
|
35.8K
$4.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
10.1K+ 4.04% |
$1.1M - $1.21M
|
260K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.95KNew |
$536K - $590K
|
4.95K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.82K+ 12.39% |
$521K - $575K
|
43.7K
$5.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 133.62% |
$374K - $413K
|
6.05K
$775K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.6KNew |
$282K - $310K
|
2.6K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.2KNew |
$238K - $263K
|
2.2K
$282K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$233K - $257K
|
2.16K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 5.09% |
$231K - $255K
|
44.2K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$234K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.76KNew |
$191K - $210K
|
1.76K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 29.92% |
$155K - $171K
|
6.21K
$797K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.15K+ 2.02% |
$125K - $138K
|
58.3K
$7.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 43.45% |
$117K - $129K
|
3.57K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
851New |
$92.1K - $102K
|
851
$109K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
830+ 11.28% |
$89.9K - $99.1K
|
8.19K
$1.05M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
764+ 8.38% |
$82.7K - $91.2K
|
9.88K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
751New |
$81.3K - $89.6K
|
751
$96.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
750+ 16.13% |
$81.2K - $89.5K
|
5.4K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
570+ 20.84% |
$61.7K - $68K
|
3.31K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
569New |
$61.6K - $67.9K
|
569
$73K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
476+ 5.06% |
$51.5K - $56.8K
|
9.88K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
417+ 11.11% |
$45.1K - $49.8K
|
4.17K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
376+ 9.08% |
$40.7K - $44.9K
|
4.52K
$579K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
371+ 0.67% |
$40.2K - $44.3K
|
56.1K
$7.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
355+ 18.49% |
$38.4K - $42.4K
|
2.28K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
309+ 2.18% |
$33.5K - $36.9K
|
14.5K
$1.86M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$20.1K - $22.2K
|
186
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
100+ 0.22% |
$10.8K - $11.9K
|
46.2K
$5.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
83+ 0.7% |
$8.99K - $9.91K
|
12K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72+ 7200.0% |
$7.8K - $8.59K
|
73
$9.36K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
71+ 0.13% |
$7.69K - $8.47K
|
56.3K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51+ 0.43% |
$5.52K - $6.09K
|
12K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
47+ 0.9% |
$5.09K - $5.61K
|
5.28K
$677K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
46+ 1.12% |
$4.98K - $5.49K
|
4.16K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.38% |
$3.57K - $3.94K
|
8.75K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
29+ 0.3% |
$3.14K - $3.46K
|
9.69K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
16+ 0.51% |
$1.73K - $1.91K
|
3.17K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
14+ 0.5% |
$1.52K - $1.67K
|
2.8K
$359K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.52% |
$1.3K - $1.43K
|
2.33K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11+ 0.16% |
$1.19K - $1.31K
|
6.88K
$881K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$650 - $716
|
6
$769
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.19% |
$108 - $119
|
538
$69K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.56% |
$108 - $119
|
179
$22.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 2.25% |
$7.58K - $8.35K
|
3.04K
$390K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94- 20.43% |
$10.2K - $11.2K
|
366
$46.9K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-197- 0.74% |
$21.3K - $23.5K
|
26.4K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$228K
|