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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-485- 1.33% |
$54.3K - $60.3K
|
36K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-532- 21.14% |
$59.5K - $66.1K
|
1.98K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-569- 34.32% |
$63.6K - $70.7K
|
1.09K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-630- 25.33% |
$70.5K - $78.3K
|
1.86K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-854- 7.26% |
$95.5K - $106K
|
10.9K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-857- 6.74% |
$95.9K - $107K
|
11.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-956- 40.42% |
$107K - $119K
|
1.41K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 26.64% |
$114K - $126K
|
2.8K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.15K- 54.44% |
$129K - $143K
|
964
$110K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 5.12% |
$129K - $143K
|
21.4K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.16K- 50.0% |
$130K - $144K
|
1.16K
$133K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.51K- 19.67% |
$168K - $187K
|
6.15K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.43K- 3.67% |
$272K - $303K
|
63.8K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.03K- 6.95% |
$451K - $501K
|
53.9K
$6.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.17K- 2.68% |
$801K - $891K
|
260K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.07K- 32.79% |
$1.01M - $1.13M
|
18.6K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 20.87% |
$1.19M - $1.33M
|
40.4K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-24.7K- 4.63% |
$2.77M - $3.08M
|
510K
$58.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-29.8K- 90.92% |
$3.33M - $3.7M
|
2.97K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-38.3K- 34.69% |
$4.28M - $4.76M
|
72.1K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-47.8K- 95.4% |
$5.34M - $5.94M
|
2.3K
$263K
|