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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
44.8K+ 628.13% |
$4.37M - $5.3M
|
51.9K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
33.7K+ 56.74% |
$3.28M - $3.99M
|
93K
$11.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6K+ 14.91% |
$1.62M - $1.97M
|
128K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.78K+ 16.83% |
$759K - $921K
|
54K
$6.86M
|
|
|
Sep 24, 2025
Q2 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
6.59K+ 3.37% |
$643K - $781K
|
202K
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53KNew |
$636K - $773K
|
6.53K
$829K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$635K - $771K
|
6.51K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.76K+ 185.44% |
$465K - $564K
|
7.33K
$931K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.26K+ 1.25% |
$318K - $386K
|
264K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 223.7% |
$307K - $373K
|
4.56K
$579K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.51K+ 13.72% |
$244K - $297K
|
20.8K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$225K - $273K
|
2.31K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.75K+ 18.66% |
$171K - $207K
|
11.1K
$1.42M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.4KNew |
$136K - $165K
|
1.4K
$177K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
946+ 86.87% |
$92.2K - $112K
|
2.04K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
862+ 16.53% |
$84.1K - $102K
|
6.08K
$772K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
639+ 18.81% |
$62.3K - $75.7K
|
4.04K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
581+ 7.69% |
$56.7K - $68.8K
|
8.14K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
559+ 4.3% |
$54.5K - $66.2K
|
13.5K
$1.72M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
378+ 5.78% |
$36.9K - $44.8K
|
6.92K
$879K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 0.67% |
$35.5K - $43.1K
|
54.3K
$6.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$44.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
306New |
$29.8K - $36.2K
|
306
$38.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
196+ 1.8% |
$19.1K - $23.2K
|
11.1K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 0.43% |
$8.78K - $10.7K
|
21K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
70+ 7.26% |
$6.83K - $8.29K
|
1.03K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.51% |
$6.14K - $7.46K
|
12.3K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 268.42% |
$4.97K - $6.04K
|
70
$8.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
50+ 0.64% |
$4.88K - $5.92K
|
7.85K
$998K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
43+ 0.48% |
$4.19K - $5.09K
|
8.95K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 1.11% |
$2.93K - $3.55K
|
2.74K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.82% |
$1.66K - $2.01K
|
2.08K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.55% |
$1.07K - $1.3K
|
2K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$975 - $1.18K
|
5.22K
$664K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 5.66% |
$878 - $1.07K
|
168
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7New |
$683 - $829
|
7
$889
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$195 - $237
|
548
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.5 - $118
|
1
$127
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.11% |
$195 - $237
|
1.82K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.05% |
$390 - $474
|
8.57K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5- 0.05% |
$488 - $592
|
9.32K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21- 4.94% |
$2.05K - $2.49K
|
404
$51.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.13% |
$4.78K - $5.8K
|
2.25K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-58- 0.2% |
$5.66K - $6.87K
|
29.1K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67- 1.85% |
$6.53K - $7.93K
|
3.56K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 51.85% |
$6.83K - $8.29K
|
65
$8.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-81- 1.32% |
$7.9K - $9.59K
|
6.07K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-86- 1.38% |
$8.39K - $10.2K
|
6.13K
$778K
|