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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 2.84% |
$20.8K - $25.2K
|
7.29K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-297- 2.5% |
$29K - $35.2K
|
11.6K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-303- 2.88% |
$29.5K - $35.9K
|
10.2K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-327- 0.91% |
$31.9K - $38.7K
|
35.6K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-333- 6.43% |
$32.5K - $39.4K
|
4.85K
$616K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 6.71% |
$37.7K - $45.8K
|
5.38K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-448- 15.28% |
$43.7K - $53.1K
|
2.48K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-470- 0.11% |
$45.8K - $55.7K
|
423K
$53.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 20.28% |
$73K - $88.7K
|
2.94K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.35K- 1.87% |
$131K - $160K
|
70.7K
$8.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.5K- 6.99% |
$146K - $177K
|
19.9K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.72K- 19.37% |
$168K - $204K
|
7.17K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 17.33% |
$373K - $453K
|
18.3K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.71K- 76.84% |
$947K - $1.15M
|
2.93K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 64.83% |
$1.18M - $1.43M
|
6.54K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.4K- 46.06% |
$1.21M - $1.47M
|
14.5K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26K- 40.72% |
$2.54M - $3.08M
|
37.8K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-29.9K- 61.6% |
$2.91M - $3.54M
|
18.6K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-54.4K- 98.03% |
$5.31M - $6.45M
|
1.09K
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57.7K- 64.46% |
$5.62M - $6.83M
|
31.8K
$4.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-389K- 76.38% |
$38M - $46.1M
|
120K
$15.3M
|