Latest Institutional Transactions on Vanguard Wellington Fd U S Val (VFVA)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Val (VFVA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
507KNew |
$58.9M - $65.7M
|
507K
$64.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.37% |
$3.83K - $4.28K
|
8.99K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 2.64% |
$5.69K - $6.36K
|
1.81K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
71+ 6.87% |
$8.25K - $9.21K
|
1.11K
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-246- 8.36% |
$28.6K - $31.9K
|
2.7K
$343K
|
|
|
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 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
252New |
$29.3K - $32.7K
|
252
$32K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-365- 18.3% |
$42.4K - $47.3K
|
1.63K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$3.48M - $3.89M
|
30K
$3.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
1.38K+ 0.68% |
$160K - $179K
|
204K
$25.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35+ 1.68% |
$4.07K - $4.54K
|
2.11K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
946New |
$110K - $123K
|
946
$120K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-82- 1.26% |
$9.53K - $10.6K
|
6.43K
$816K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.0% |
$2.32K - $2.59K
|
1.98K
$251K
|
|
|
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
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-529- 2.66% |
$61.5K - $68.6K
|
19.4K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
990+ 16.29% |
$115K - $128K
|
7.07K
$898K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139- 1.49% |
$16.2K - $18K
|
9.18K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-69- 17.08% |
$8.02K - $8.95K
|
335
$42.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.28K+ 1.01% |
$498K - $555K
|
428K
$54.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-85- 0.63% |
$9.88K - $11K
|
13.5K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.13% |
$813 - $908
|
5.23K
$664K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41.6KNew |
$4.83M - $5.39M
|
41.6K
$5.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40- 2.2% |
$4.65K - $5.19K
|
1.78K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.8K- 5.23% |
$1.6M - $1.79M
|
250K
$31.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59KNew |
$184K - $206K
|
1.59K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.03K+ 16.89% |
$119K - $133K
|
7.09K
$901K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.27K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-8K- 11.31% |
$929K - $1.04M
|
62.7K
$7.97M
|
|
| Q2 2025 | |||||||
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.4KNew |
$136K - $165K
|
1.4K
$177K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.51K+ 13.72% |
$244K - $297K
|
20.8K
$2.64M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
378+ 5.78% |
$36.9K - $44.8K
|
6.92K
$879K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
946+ 86.87% |
$92.2K - $112K
|
2.04K
$258K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6K+ 14.91% |
$1.62M - $1.97M
|
128K
$16.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$195 - $237
|
548
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
44.8K+ 628.13% |
$4.37M - $5.3M
|
51.9K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
33.7K+ 56.74% |
$3.28M - $3.99M
|
93K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$97.5 - $118
|
1
$127
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 2.84% |
$20.8K - $25.2K
|
7.29K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-58- 0.2% |
$5.66K - $6.87K
|
29.1K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$225K - $273K
|
2.31K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.71K- 76.84% |
$947K - $1.15M
|
2.93K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.76K+ 185.44% |
$465K - $564K
|
7.33K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67- 1.85% |
$6.53K - $7.93K
|
3.56K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 223.7% |
$307K - $373K
|
4.56K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26K- 40.72% |
$2.54M - $3.08M
|
37.8K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-29.9K- 61.6% |
$2.91M - $3.54M
|
18.6K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 0.43% |
$8.78K - $10.7K
|
21K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-333- 6.43% |
$32.5K - $39.4K
|
4.85K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-327- 0.91% |
$31.9K - $38.7K
|
35.6K
$4.53M
|
|