Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
45K
+ 2.69%
$3.9M - $4.74M
1.72M $221M
Oct 19, 2022 Q3 2022
Armbruster Capital Management, Inc.

BUY
 -
35.5K
+ 9.11%
$3.08M - $3.74M
426K $54.8M
Oct 11, 2022 Q3 2022
Anderson Hoagland & CO

BUY
 -
25.2K
+ 9.19%
$2.19M - $2.66M
300K $38.6M
Nov 14, 2022 Q3 2022
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
18.2K
+ 26.21%
$1.58M - $1.92M
87.6K $11.3M
Nov 03, 2022 Q3 2022
Andesa Financial Management Inc.

BUY
 -
14.5K
+ 64.62%
$1.26M - $1.53M
36.9K $4.75M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
13.6K
+ 106.46%
$1.18M - $1.43M
26.4K $3.4M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
7.85K
+ 3352.56%
$680K - $826K
8.08K $1.04M
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
5.63K
New
$488K - $593K
5.63K $725K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
5.4K
+ 3.38%
$468K - $569K
165K $21.2M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.93K
+ 48.9%
$428K - $520K
15K $1.93M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
4.26K
New
$369K - $449K
4.26K $548K
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
3.79K
+ 6.78%
$328K - $399K
59.6K $7.68M
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.81K
+ 2.9%
$244K - $296K
99.8K $12.9M
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
2.24K
+ 81.67%
$194K - $235K
4.97K $640K
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
2.15K
New
$186K - $226K
2.15K $277K
Oct 25, 2022 Q3 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
1.63K
+ 4.63%
$141K - $172K
36.8K $4.74M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.6K
+ 52.55%
$138K - $168K
4.63K $596K
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.4K
+ 8.87%
$121K - $147K
17.2K $2.21M
Nov 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
1.13K
+ 36.19%
$98.1K - $119K
4.26K $548K
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
716
+ 35.31%
$62.1K - $75.4K
2.74K $353K
Nov 10, 2022 Q3 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
636
+ 1.06%
$55.1K - $67K
60.5K $7.79M
Oct 12, 2022 Q3 2022
Milestone Advisory Partners

BUY
 -
567
+ 1.01%
$49.2K - $59.7K
56.6K $7.29M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
547
New
$47.4K - $57.6K
547 $70.4K
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
489
+ 2.87%
$42.4K - $51.5K
17.5K $2.25M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
406
+ 15.71%
$35.2K - $42.8K
2.99K $385K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
400
New
$34.7K - $42.1K
400 $51.5K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
300
+ 0.86%
$26K - $31.6K
35.4K $4.55M
Oct 20, 2022 Q3 2022
Compass Advisory Group LLC

BUY
 -
239
+ 2.88%
$20.7K - $25.2K
8.55K $1.1M
Jan 25, 2023 Q3 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
117
+ 1.16%
$10.1K - $12.3K
10.2K $1.32M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
71
New
$6.16K - $7.48K
71 $9.14K
Nov 02, 2022 Q3 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
44
+ 1.01%
$3.81K - $4.63K
4.42K $569K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$86.7 - $105
1 $129
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

SELL
 -
-2
- 0.89%
$173 - $211
222 $28.6K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

SELL
 -
-100
- 1.57%
$8.67K - $10.5K
6.26K $806K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-220
- 2.87%
$19.1K - $23.2K
7.43K $957K
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-256
- 17.24%
$22.2K - $27K
1.23K $158K
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

SELL
 -
-290
- 6.56%
$25.1K - $30.5K
4.13K $532K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-306
- 11.41%
$26.5K - $32.2K
2.38K $306K
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

SELL
 -
-340
- 13.6%
$29.5K - $35.8K
2.16K $278K
Oct 24, 2022 Q3 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-550
- 4.2%
$47.7K - $57.9K
12.6K $1.62M
Oct 26, 2022 Q3 2022
Merriman Wealth Management, LLC

SELL
 -
-573
- 4.27%
$49.7K - $60.3K
12.9K $1.65M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-640
- 11.81%
$55.5K - $67.4K
4.78K $615K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.56K
- 18.72%
$135K - $164K
6.78K $873K
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-2.15K
- 3.88%
$186K - $226K
53.2K $6.85M
Nov 14, 2022 Q3 2022
Covington Capital Management

SELL
 -
-2.51K
- 43.18%
$217K - $264K
3.3K $424K
Oct 12, 2022 Q3 2022
Soundmark Wealth Management, LLC

SELL
 -
-6.18K
- 13.25%
$536K - $651K
40.5K $5.21M
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

SELL
 -
-7.43K
- 2.61%
$644K - $783K
278K $35.7M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-19.3K
- 67.17%
$1.67M - $2.03M
9.44K $1.21M
Oct 14, 2022 Q3 2022
Morgan Rosel Wealth Management, LLC

SELL
 -
-22.6K
- 40.7%
$1.96M - $2.38M
33K $4.24M

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