Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41.6KNew |
$4.83M - $5.39M
|
41.6K
$5.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$3.48M - $3.89M
|
30K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.28K+ 1.01% |
$498K - $555K
|
428K
$54.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59KNew |
$184K - $206K
|
1.59K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
1.38K+ 0.68% |
$160K - $179K
|
204K
$25.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.03K+ 16.89% |
$119K - $133K
|
7.09K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
990+ 16.29% |
$115K - $128K
|
7.07K
$898K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
946New |
$110K - $123K
|
946
$120K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
252New |
$29.3K - $32.7K
|
252
$32K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35+ 1.68% |
$4.07K - $4.54K
|
2.11K
$268K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 9.52% |
$1.86K - $2.08K
|
184
$23.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.13% |
$813 - $908
|
5.23K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.0% |
$2.32K - $2.59K
|
1.98K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40- 2.2% |
$4.65K - $5.19K
|
1.78K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-69- 17.08% |
$8.02K - $8.95K
|
335
$42.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-82- 1.26% |
$9.53K - $10.6K
|
6.43K
$816K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-85- 0.63% |
$9.88K - $11K
|
13.5K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-121- 1.05% |
$14.1K - $15.7K
|
11.4K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139- 1.49% |
$16.2K - $18K
|
9.18K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-246- 8.36% |
$28.6K - $31.9K
|
2.7K
$343K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-365- 18.3% |
$42.4K - $47.3K
|
1.63K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-529- 2.66% |
$61.5K - $68.6K
|
19.4K
$2.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-8K- 11.31% |
$929K - $1.04M
|
62.7K
$7.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.8K- 5.23% |
$1.6M - $1.79M
|
250K
$31.7M
|