Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
432K
+ 8762.53%
$39.3M - $43.2M
437K $56.3M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
61.7K
New
$5.6M - $6.16M
61.7K $7.94M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
48.5K
+ 114.86%
$4.41M - $4.85M
90.8K $11.7M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
23.7K
+ 277.44%
$2.15M - $2.37M
32.2K $4.15M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
11.9K
New
$1.08M - $1.19M
11.9K $1.53M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
9.33K
+ 38.31%
$848K - $932K
33.7K $4.34M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
9.23K
+ 214.29%
$838K - $922K
13.5K $1.74M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.69K
New
$335K - $369K
3.69K $475K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
2.62K
+ 10.87%
$238K - $261K
26.7K $3.44M
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.47K
New
$225K - $247K
2.47K $318K
Jul 13, 2023 Q2 2023
Milestone Advisory Partners

BUY
 -
914
+ 1.64%
$83K - $91.3K
56.8K $7.31M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
662
+ 14.12%
$60.1K - $66.2K
5.35K $689K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
464
+ 2.62%
$42.2K - $46.4K
18.2K $2.34M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
357
+ 4462.5%
$32.4K - $35.7K
365 $47K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
273
+ 3.51%
$24.8K - $27.3K
8.05K $1.04M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
219
+ 1.22%
$19.9K - $21.9K
18.2K $2.34M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
164
+ 0.28%
$14.9K - $16.4K
58K $7.46M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
100
+ 200.0%
$9.09K - $9.99K
150 $19.3K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
92
+ 0.45%
$8.36K - $9.19K
20.3K $2.62M
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
70
+ 1.81%
$6.36K - $7K
3.95K $508K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
49
+ 0.57%
$4.45K - $4.9K
8.64K $1.11M
Jul 18, 2023 Q2 2023
Compass Advisory Group LLC

BUY
 -
41
+ 0.42%
$3.72K - $4.1K
9.87K $1.27M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
34
+ 0.73%
$3.09K - $3.4K
4.68K $603K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.97%
$182 - $200
208 $26.8K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$90.9 - $99.9
1 $129
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-19
- 0.36%
$1.73K - $1.9K
5.24K $674K
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
SELL
 -
-38
- 1.29%
$3.45K - $3.8K
2.92K $376K
Jul 21, 2023 Q2 2023
Graypoint LLC

SELL
 -
-50
- 1.0%
$4.54K - $5K
4.95K $637K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-414
- 33.69%
$37.6K - $41.4K
815 $105K
Aug 15, 2023 Q2 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-475
- 82.04%
$43.2K - $47.5K
104 $13.4K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-634
- 1.32%
$57.6K - $63.4K
47.4K $6.11M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-637
- 19.3%
$57.9K - $63.7K
2.66K $343K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-969
- 1.58%
$88K - $96.8K
60.2K $7.75M
Jul 25, 2023 Q2 2023
Wt Wealth Management

SELL
 -
-970
- 9.51%
$88.1K - $96.9K
9.23K $1.19M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-987
- 3.67%
$89.7K - $98.6K
25.9K $3.34M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

SELL
 -
-1.06K
- 25.41%
$96.3K - $106K
3.11K $401K
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

SELL
 -
-1.7K
- 0.54%
$155K - $170K
315K $40.5M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.9K
- 46.45%
$173K - $190K
2.19K $282K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-1.92K
- 4.35%
$175K - $192K
42.2K $5.44M
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-1.94K
- 1.82%
$176K - $194K
104K $13.4M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
SELL
 -
-2.3K
- 22.13%
$209K - $230K
8.09K $1.04M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

SELL
 -
-3K
- 8.38%
$272K - $300K
32.8K $4.22M
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

SELL
 -
-3.47K
- 0.82%
$316K - $347K
419K $53.9M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-3.75K
- 21.48%
$340K - $374K
13.7K $1.76M
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

SELL
 -
-9.95K
- 14.84%
$904K - $994K
57.1K $7.35M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-10.5K
- 60.13%
$954K - $1.05M
6.97K $897K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

SELL
 -
-15K
- 6.31%
$1.36M - $1.5M
223K $28.7M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

SELL
 -
-15.8K
- 13.28%
$1.44M - $1.58M
103K $13.3M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

SELL
 -
-29.4K
- 4.41%
$2.67M - $2.94M
636K $81.9M

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