Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$635K - $771K
|
6.51K
$797K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.26K+ 1.25% |
$318K - $386K
|
264K
$32.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
862+ 16.53% |
$84.1K - $102K
|
6.08K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
639+ 18.81% |
$62.3K - $75.7K
|
4.04K
$494K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 0.67% |
$35.5K - $43.1K
|
54.3K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$43.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.82% |
$1.66K - $2.01K
|
2.08K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.55% |
$1.07K - $1.3K
|
2K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$975 - $1.18K
|
5.22K
$639K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 20.28% |
$73K - $88.7K
|
2.94K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.35K- 1.87% |
$131K - $160K
|
70.7K
$8.65M
|