Burrus Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History

Burrus Financial Services, Inc.

$209 Billion
Q2 2025

A detailed history of Burrus Financial Services, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Burrus Financial Services, Inc. holds 202,255 shares of VFVA stock, worth $25.7 Million. This represents 11.45% of its overall portfolio holdings.

Number of Shares

202,255

Previous 195,661 3.37%

Holding current value

$25.7 Million

Previous $22.3 Billion 7.27%

% of portfolio

11.45%

Previous 11.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 24, 2025	BUY	$97.51 - $118.42 $642,980 - $780,861	6,594 Added 3.37%	202,255 $23.9 Billion
Q1 2025 Sep 24, 2025	SELL	$111.86 - $124.32 $376,408 - $418,336	-3,365 Reduced 1.69%	195,661 $22.3 Billion
Q4 2024 Sep 24, 2025	SELL	$117.34 - $130.02 $373,610 - $413,983	-3,184 Reduced 1.57%	199,026 $23.6 Billion
Q3 2024 Sep 24, 2025	SELL	$111.27 - $122.66 $3.06 Million - $3.37 Million	-27,476 Reduced 11.96%	202,210 $24.4 Billion
Q2 2024 Sep 24, 2025	BUY	$110.79 - $118.48 $208,839 - $223,334	1,885 Added 0.83%	229,686 $26 Billion
Q1 2024 Sep 24, 2025	SELL	$108.27 - $119.34 $1.24 Million - $1.37 Million	-11,476 Reduced 4.8%	227,801 $27.2 Billion
Q4 2023 Sep 24, 2025	SELL	$93.68 - $113.63 $7.55 Million - $9.16 Million	-80,574 Reduced 25.19%	239,277 $27 Billion
Q3 2023 Sep 24, 2025	BUY	$98.19 - $107.17 $740,548 - $808,276	7,542 Added 2.41%	319,851 $32 Billion
Q2 2023 Sep 24, 2025	BUY	$90.85 - $99.93 $617,507 - $679,224	6,797 Added 2.22%	312,309 $31.1 Billion
Q1 2023 Sep 24, 2025	SELL	$92.21 - $110.28 $2.4 Million - $2.87 Million	-26,057 Reduced 7.86%	305,512 $29.6 Billion
Q4 2022 Sep 24, 2025	BUY	$89.74 - $105.14 $13.8 Million - $16.2 Million	154,287 Added 87.03%	331,569 $32.7 Billion
Q3 2022 Sep 24, 2025	BUY	$86.7 - $105.31 $13,872 - $16,849	160 Added 0.09%	177,282 $15.4 Billion
Q2 2022 Sep 24, 2025	SELL	$91.07 - $108.95 $70,488 - $84,327	-774 Reduced 0.44%	177,122 $16.2 Billion
Q1 2022 Sep 24, 2025	BUY	$101.78 - $109.95 $18.1 Million - $19.6 Million	177,896 New	177,896 $19 Billion

Others Institutions Holding VFVA

# of Institutions

102

Shares Held

2.19M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Burrus Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History