Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-463- 3.19% |
$51.3K - $54.9K
|
14K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-567- 7.4% |
$62.8K - $67.2K
|
7.1K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-764- 7.73% |
$84.6K - $90.5K
|
9.12K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.14K- 11.73% |
$126K - $135K
|
8.55K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 22.36% |
$154K - $165K
|
4.82K
$621K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.4K- 34.69% |
$155K - $166K
|
2.63K
$339K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.86K- 4.03% |
$206K - $220K
|
44.3K
$5.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.97K- 0.46% |
$219K - $234K
|
427K
$54.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-14.6K- 11.3% |
$1.62M - $1.73M
|
115K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.4K- 42.94% |
$1.7M - $1.82M
|
20.4K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-17.1K- 2.78% |
$1.89M - $2.02M
|
597K
$76.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31.4K- 87.76% |
$3.48M - $3.72M
|
4.38K
$563K
|