Purchases and Sales Made in Q3 2023 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 2023. 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
Dec 05, 2024 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
30.2K
+ 115.63%
$2.97M - $3.24M
56.3K $7.15M
Nov 08, 2023 Q3 2023
Milestone Advisory Partners

BUY
 -
14.5K
+ 25.44%
$1.42M - $1.55M
71.3K $9.05M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
10.7K
New
$1.05M - $1.15M
10.7K $1.36M
Sep 24, 2025 Q3 2023
Burrus Financial Services, Inc.

Salt Lake City, UT
BUY
 -
7.54K
+ 2.41%
$741K - $808K
320K $40.6M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
6.45K
+ 6200.0%
$633K - $691K
6.55K $832K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
5.06K
+ 15.02%
$497K - $542K
38.7K $4.92M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.68K
New
$459K - $501K
4.68K $594K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
4.61K
New
$453K - $494K
4.61K $586K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
4.07K
+ 0.97%
$399K - $436K
423K $53.7M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
3.5K
+ 76.09%
$344K - $375K
8.1K $1.03M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.01K
+ 6.35%
$296K - $323K
50.4K $6.41M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
2.5K
New
$245K - $268K
2.5K $318K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.45K
New
$241K - $263K
2.45K $312K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.14K
New
$210K - $229K
2.14K $272K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
1.61K
+ 65.21%
$158K - $173K
4.08K $519K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
940
New
$92.3K - $101K
940 $119K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
340
+ 4.22%
$33.4K - $36.4K
8.39K $1.07M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
291
+ 4.57%
$28.6K - $31.2K
6.66K $846K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
55
+ 1.49%
$5.4K - $5.89K
3.75K $476K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
51
+ 2550.0%
$5.01K - $5.47K
53 $6.73K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
37
+ 0.43%
$3.63K - $3.97K
8.67K $1.1M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
28
New
$2.75K - $3K
28 $3.56K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
27
New
$2.65K - $2.89K
27 $3.43K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
19
+ 0.61%
$1.87K - $2.04K
3.13K $398K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.48%
$98.2 - $107
209 $26.5K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-7
- 0.13%
$687 - $750
5.23K $665K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-141
- 3.01%
$13.8K - $15.1K
4.54K $577K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-167
- 6.27%
$16.4K - $17.9K
2.5K $317K
Oct 24, 2023 Q3 2023
Compass Advisory Group LLC

SELL
 -
-177
- 1.79%
$17.4K - $19K
9.7K $1.23M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-211
Closed
$20.7K - $22.6K
0 $0
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
SELL
 -
-220
- 2.72%
$21.6K - $23.6K
7.87K $1M
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-225
- 5.7%
$22.1K - $24.1K
3.72K $472K
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
SELL
 -
-260
- 2.07%
$25.5K - $27.9K
12.3K $1.57M
Oct 16, 2023 Q3 2023
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-319
- 12.2%
$31.3K - $34.2K
2.3K $291K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

SELL
 -
-451
- 20.56%
$44.3K - $48.3K
1.74K $221K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

SELL
 -
-664
- 2.56%
$65.2K - $71.2K
25.3K $3.21M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-857
- 79.43%
$84.1K - $91.8K
222 $28.2K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-894
- 4.91%
$87.8K - $95.8K
17.3K $2.2M
Dec 04, 2023 Q3 2023
Wt Wealth Management

SELL
 -
-1.11K
- 12.02%
$109K - $119K
8.12K $1.03M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

SELL
 -
-1.6K
- 35.07%
$157K - $171K
2.96K $376K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-1.79K
- 13.26%
$176K - $192K
11.7K $1.49M
Nov 13, 2023 Q3 2023
Smart Money Group LLC

SELL
 -
-2.46K
- 6.49%
$241K - $263K
35.4K $4.49M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-2.71K
- 4.51%
$266K - $291K
57.5K $7.3M
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

SELL
 -
-4.03K
- 12.29%
$396K - $432K
28.8K $3.65M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-4.06K
- 58.25%
$398K - $435K
2.91K $369K
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-6.23K
- 34.24%
$612K - $668K
12K $1.52M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

SELL
 -
-9.46K
- 1.49%
$928K - $1.01M
627K $79.6M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-11.5K
- 84.14%
$1.13M - $1.23M
2.17K $276K

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