Purchases and Sales Made in Q4 2022 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 Q4 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
Feb 13, 2023 Q4 2022	Claraphi Advisory Network, LLC	BUY	-	1.05M New	$94.4M - $111M	1.05M $125M
Jan 24, 2023 Q4 2022	Smart Money Group LLC	BUY	-	230K New	$20.7M - $24.2M	230K $27.4M
Mar 06, 2023 Q4 2022	Great Lakes Retirement, Inc. Sandusky, OH	BUY	-	111K New	$9.97M - $11.7M	111K $13.2M
Jun 12, 2023 Q4 2022	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	43.8K + 888.02%	$3.93M - $4.6M	48.7K $5.8M
Feb 14, 2023 Q4 2022	Jane Street Group, LLC New York, NY	BUY	-	43.4K + 459.67%	$3.89M - $4.56M	52.8K $6.28M
Feb 14, 2023 Q4 2022	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	30.4K New	$2.73M - $3.2M	30.4K $3.62M
Jan 19, 2023 Q4 2022	Morgan Rosel Wealth Management, LLC	BUY	-	25.9K + 78.52%	$2.32M - $2.72M	58.9K $7M
Feb 08, 2023 Q4 2022	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	15.4K + 43.52%	$1.38M - $1.62M	50.7K $6.04M
Feb 14, 2023 Q4 2022	Royal Bank Of Canada Toronto, A6	BUY	-	13.2K + 194.01%	$1.18M - $1.38M	19.9K $2.37M
Jul 09, 2024 Q4 2022	Rockingstone Advisors LLC Great Barrington, MA	BUY	-	12.8K New	$1.15M - $1.34M	12.8K $1.52M
Feb 07, 2023 Q4 2022	Lpl Financial LLC Fort Mill, SC	BUY	-	11.8K + 69.09%	$1.06M - $1.24M	28.9K $3.43M
Feb 14, 2023 Q4 2022	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	10.1K + 104.18%	$906K - $1.06M	19.8K $2.35M
Feb 10, 2023 Q4 2022	Tower Research Capital LLC (Trc) New York, NY	BUY	-	9.89K New	$887K - $1.04M	9.89K $1.18M
Jan 20, 2023 Q4 2022	Anderson Hoagland & CO	BUY	-	9.72K + 3.24%	$872K - $1.02M	310K $36.8M
Jan 25, 2023 Q4 2022	Whittier Trust CO	BUY	-	8.23K New	$739K - $866K	8.23K $980K
Feb 14, 2023 Q4 2022	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	4.7K + 4.7%	$421K - $494K	105K $12.4M
Jan 18, 2023 Q4 2022	Private Advisor Group, LLC	BUY	-	4.6K New	$413K - $484K	4.6K $547K
Feb 08, 2023 Q4 2022	Orion Portfolio Solutions, LLC	BUY	-	4K + 86.33%	$359K - $420K	8.63K $1.03M
Jan 12, 2023 Q4 2022	Lam Group, Inc. Lake Oswego, OR	BUY	-	3.48K New	$312K - $366K	3.48K $414K
Feb 07, 2023 Q4 2022	Commonwealth Equity Services, LLC	BUY	-	3.03K New	$272K - $319K	3.03K $361K
Feb 14, 2023 Q4 2022	Mosaic Family Wealth Partners, LLC St. Louis, MO	BUY	-	2.95K New	$265K - $311K	2.95K $351K
Feb 02, 2023 Q4 2022	Argi Investment Services, LLC	BUY	-	2.94K + 59.01%	$263K - $309K	7.91K $941K
Jan 31, 2023 Q4 2022	Melfa Wealth Management, LLC Westborough, MA	BUY	-	2.62K New	$235K - $276K	2.62K $312K
Jan 30, 2023 Q4 2022	International Assets Investment Management, LLC Orlando, FL	BUY	-	2.29K New	$206K - $241K	2.29K $272K
Jan 26, 2023 Q4 2022	Alesco Advisors LLC Pittsford, NY	BUY	-	2.28K New	$204K - $239K	2.28K $271K
Feb 15, 2023 Q4 2022	Cerity Partners LLC New York, NY	BUY	-	2.05K + 78.34%	$184K - $216K	4.68K $556K
Jan 25, 2023 Q4 2022	Cassia Capital Partners, LLC Winston Salem, NC	BUY	-	1.99K + 2.27%	$178K - $209K	89.6K $10.7M
Jan 19, 2023 Q4 2022	Compass Advisory Group LLC	BUY	-	1.24K + 14.53%	$112K - $131K	9.8K $1.17M
Jan 24, 2023 Q4 2022	National Bank Of Canada	BUY	-	972 New	$87.2K - $102K	972 $116K
Jan 25, 2023 Q4 2022	Fifth Third Bancorp	BUY	-	760 New	$68.2K - $79.9K	760 $90.4K
Feb 14, 2023 Q4 2022	Mc Ilrath & Eck, LLC	BUY	-	733 + 2.78%	$65.8K - $77.1K	27.1K $3.23M
Jan 24, 2023 Q4 2022	Rfp Financial Group LLC Atlanta, GA	BUY	-	615 New	$55.2K - $64.7K	615 $73.2K
Feb 14, 2023 Q4 2022	Old Mission Capital LLC	BUY	-	500 New	$44.9K - $52.6K	500 $59.5K
Feb 14, 2023 Q4 2022	Financial Partners Group, Inc Overland Park, KS	BUY	-	479 + 10.02%	$43K - $50.4K	5.26K $626K
Feb 15, 2023 Q4 2022	True Wealth Design, LLC Akron, OH	BUY	-	425 New	$38.1K - $44.7K	425 $50.6K
Jan 31, 2023 Q4 2022	Kestra Advisory Services, LLC	BUY	-	408 + 9.58%	$36.6K - $42.9K	4.67K $555K
Feb 13, 2023 Q4 2022	Visionary Wealth Advisors O'fallon, IL	BUY	-	405 + 2.36%	$36.3K - $42.6K	17.6K $2.09M
Jan 25, 2023 Q4 2022	Etfidea, LLC Syracuse, NY	BUY	-	395 + 3.86%	$35.4K - $41.5K	10.6K $1.26M
Feb 10, 2023 Q4 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	360 + 2.4%	$32.3K - $37.9K	15.4K $1.83M
Feb 13, 2023 Q4 2022	Advisory Services Network, LLC	BUY	-	207 New	$18.6K - $21.8K	207 $24.6K
Feb 06, 2023 Q4 2022	Brinker Capital Investments, LLC	BUY	-	195 + 0.33%	$17.5K - $20.5K	59.8K $7.12M
Feb 08, 2023 Q4 2022	Raymond James & Associates St Petersburg, FL	BUY	-	112 + 1.51%	$10.1K - $11.8K	7.55K $898K
Jan 30, 2023 Q4 2022	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	103 + 95.37%	$9.24K - $10.8K	211 $25.1K
Feb 13, 2023 Q4 2022	Sovereign Financial Group, Inc. Stamford, CT	BUY	-	94 + 0.54%	$8.44K - $9.88K	17.6K $2.09M
Feb 07, 2023 Q4 2022	Keystone Financial Group	BUY	-	50 + 1.17%	$4.49K - $5.26K	4.31K $512K
Feb 13, 2023 Q4 2022	Jpmorgan Chase & CO New York, NY	BUY	-	36 New	$3.23K - $3.79K	36 $4.28K
Feb 13, 2023 Q4 2022	Parkside Financial Bank & Trust	BUY	-	34 + 1.57%	$3.05K - $3.57K	2.19K $261K
Jan 19, 2023 Q4 2022	Wt Wealth Management	BUY	-	28 + 0.24%	$2.51K - $2.94K	11.6K $1.38M
Feb 15, 2023 Q4 2022	Harbour Investments, Inc. Madison, WI	BUY	-	4 + 1.99%	$359 - $421	205 $24.4K
Jan 10, 2023 Q4 2022	Gradient Investments LLC	BUY	-	2 New	$179 - $210	2 $238

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Account

Purchases and Sales Made in Q4 2022 in Vanguard Wellington Fd U S Val (VFVA)

1.05M

230K

111K

43.8K

43.4K

30.4K

25.9K

15.4K

13.2K

12.8K

11.8K

10.1K

9.89K

9.72K

8.23K

4.7K

4.6K

4K

3.48K

3.03K

2.95K

2.94K

2.62K

2.29K

2.28K

2.05K

1.99K

1.24K

972

760

733

615

500

479

425

408

405

395

360

207

195

112

103

94

50

36

34

28

4

2

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