Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
111KNew |
$12.5M - $13.8M
|
111K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
59.3KNew |
$6.64M - $7.38M
|
59.3K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
48.5KNew |
$5.43M - $6.03M
|
48.5K
$5.55M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 384.12% |
$4.1M - $4.56M
|
46.2K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 783.32% |
$2.19M - $2.43M
|
22.1K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.41M - $1.57M
|
12.6K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 6.56% |
$616K - $685K
|
89.5K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.2K+ 40.31% |
$582K - $646K
|
18.1K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.37K+ 13.07% |
$377K - $419K
|
29.2K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.32K+ 0.79% |
$371K - $412K
|
424K
$48.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.71KNew |
$303K - $337K
|
2.71K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54K+ 10176.0% |
$285K - $316K
|
2.57K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.29K+ 27.73% |
$256K - $284K
|
10.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.77K+ 24.87% |
$198K - $220K
|
8.89K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.25K+ 15.29% |
$139K - $155K
|
9.39K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.23K+ 56.73% |
$138K - $153K
|
3.4K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
848+ 14.9% |
$94.9K - $105K
|
6.54K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
788+ 17.8% |
$88.1K - $98K
|
5.22K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
727+ 1.33% |
$81.3K - $90.4K
|
55.5K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
588+ 8.51% |
$65.8K - $73.1K
|
7.5K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
169+ 0.63% |
$18.9K - $21K
|
26.9K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166+ 0.8% |
$18.6K - $20.6K
|
21K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
112+ 1.84% |
$12.5K - $13.9K
|
6.21K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93+ 1.25% |
$10.4K - $11.6K
|
7.56K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
85+ 1.0% |
$9.51K - $10.6K
|
8.57K
$980K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.48% |
$6.6K - $7.33K
|
12.2K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.44% |
$6.38K - $7.09K
|
13K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
39+ 0.44% |
$4.36K - $4.85K
|
8.91K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.61% |
$2.46K - $2.74K
|
3.63K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19New |
$2.13K - $2.36K
|
19
$2.17K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$1.34K - $1.49K
|
12
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$224 - $249
|
546
$62.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$112 - $124
|
1
$114
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.69K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15- 0.29% |
$1.68K - $1.86K
|
5.21K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-24- 1.12% |
$2.68K - $2.98K
|
2.12K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-38- 1.28% |
$4.25K - $4.72K
|
2.93K
$335K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-57- 5.16% |
$6.38K - $7.09K
|
1.05K
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 1.14% |
$7.27K - $8.08K
|
5.66K
$647K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-65- 3.06% |
$7.27K - $8.08K
|
2.06K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-106Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124- 1.31% |
$13.9K - $15.4K
|
9.33K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-195- 2.66% |
$21.8K - $24.2K
|
7.13K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-199- 9.2% |
$22.3K - $24.7K
|
1.96K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-215- 2.68% |
$24K - $26.7K
|
7.8K
$892K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-358- 5.85% |
$40K - $44.5K
|
5.77K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-375- 6.75% |
$41.9K - $46.6K
|
5.18K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.83% |
$44.7K - $49.7K
|
21.5K
$2.46M
|