Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.67MNew |
$152M - $182M
|
1.67M
$215M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.6K+ 1333.55% |
$4.15M - $4.96M
|
49K
$6.3M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
25.3K+ 110.33% |
$2.3M - $2.76M
|
48.2K
$6.21M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9K+ 497.82% |
$2.18M - $2.61M
|
28.7K
$3.7M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 107.45% |
$1.17M - $1.4M
|
24.8K
$3.19M
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
8.31KNew |
$757K - $906K
|
8.31K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.04K+ 104.04% |
$732K - $876K
|
15.8K
$2.03M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 9.71% |
$654K - $782K
|
81.1K
$10.4M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 9.71% |
$654K - $782K
|
81.1K
$10.4M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.87K+ 139.12% |
$535K - $640K
|
10.1K
$1.3M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.64K+ 1.47% |
$513K - $614K
|
390K
$50.2M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.42KNew |
$494K - $590K
|
5.42K
$698K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
4.78K+ 6.61% |
$435K - $521K
|
77.1K
$9.92M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.6KNew |
$419K - $501K
|
4.6K
$592K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
3.13KNew |
$285K - $340K
|
3.13K
$402K
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
3.1K+ 1.14% |
$282K - $337K
|
275K
$35.4M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.74KNew |
$249K - $298K
|
2.74K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.68KNew |
$244K - $292K
|
2.68K
$345K
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.51K+ 5.68% |
$228K - $273K
|
46.7K
$6.01M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.4KNew |
$218K - $261K
|
2.4K
$308K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.39KNew |
$217K - $260K
|
2.39K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.03KNew |
$185K - $221K
|
2.03K
$261K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.56K+ 13.84% |
$142K - $169K
|
12.8K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 4.51% |
$138K - $165K
|
35.1K
$4.51M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.24K+ 1.29% |
$113K - $135K
|
97K
$12.5M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 84.23% |
$104K - $125K
|
2.5K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08KNew |
$98.5K - $118K
|
1.08K
$139K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
934New |
$85.1K - $102K
|
934
$120K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
856+ 39.28% |
$78K - $93.3K
|
3.04K
$391K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
782+ 4.82% |
$71.2K - $85.2K
|
17K
$2.19M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
687+ 1.25% |
$62.6K - $74.8K
|
55.8K
$7.19M
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
579+ 1.67% |
$52.7K - $63.1K
|
35.2K
$4.53M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
537+ 1.01% |
$48.9K - $58.5K
|
53.5K
$6.89M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
234New |
$21.3K - $25.5K
|
234
$30.1K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
204+ 0.13% |
$18.6K - $22.2K
|
160K
$20.5M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201New |
$18.3K - $21.9K
|
201
$25.9K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155New |
$14.1K - $16.9K
|
155
$20K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
108New |
$9.84K - $11.8K
|
108
$13.9K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8New |
$729 - $872
|
8
$1.03K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$91.1 - $109
|
2.62K
$338K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-18- 0.8% |
$1.64K - $1.96K
|
2.24K
$289K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28- 0.21% |
$2.55K - $3.05K
|
13.4K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-50Closed |
$4.55K - $5.45K
|
0
$0
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-69- 0.68% |
$6.28K - $7.52K
|
10.1K
$1.3M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-78- 1.33% |
$7.1K - $8.5K
|
5.8K
$747K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-100- 18.28% |
$9.11K - $10.9K
|
447
$57.5K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-116- 0.51% |
$10.6K - $12.6K
|
22.4K
$2.89M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-267Closed |
$24.3K - $29.1K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-457- 15.02% |
$41.6K - $49.8K
|
2.59K
$333K
|