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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7New |
$683 - $829
|
7
$855
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-470- 0.11% |
$45.8K - $55.7K
|
423K
$51.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.4K- 46.06% |
$1.21M - $1.47M
|
14.5K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-81- 1.32% |
$7.9K - $9.59K
|
6.07K
$741K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$43.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.82% |
$1.66K - $2.01K
|
2.08K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
862+ 16.53% |
$84.1K - $102K
|
6.08K
$742K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
639+ 18.81% |
$62.3K - $75.7K
|
4.04K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$975 - $1.18K
|
5.22K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.55% |
$1.07K - $1.3K
|
2K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 0.67% |
$35.5K - $43.1K
|
54.3K
$6.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.26K+ 1.25% |
$318K - $386K
|
264K
$32.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 20.28% |
$73K - $88.7K
|
2.94K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.35K- 1.87% |
$131K - $160K
|
70.7K
$8.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$635K - $771K
|
6.51K
$795K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 5.12% |
$129K - $143K
|
21.4K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-956- 40.42% |
$107K - $119K
|
1.41K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.61% |
$2.46K - $2.74K
|
3.63K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54K+ 10176.0% |
$285K - $316K
|
2.57K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-569- 34.32% |
$63.6K - $70.7K
|
1.09K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$224 - $249
|
546
$66.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166+ 0.8% |
$18.6K - $20.6K
|
21K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.16K- 50.0% |
$130K - $144K
|
1.16K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-485- 1.33% |
$54.3K - $60.3K
|
36K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-375- 6.75% |
$41.9K - $46.6K
|
5.18K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.2K+ 40.31% |
$582K - $646K
|
18.1K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
48.5KNew |
$5.43M - $6.03M
|
48.5K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 20.87% |
$1.19M - $1.33M
|
40.4K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
588+ 8.51% |
$65.8K - $73.1K
|
7.5K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-106Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 26.64% |
$114K - $126K
|
2.8K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.41M - $1.57M
|
12.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-854- 7.26% |
$95.5K - $106K
|
10.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
848+ 14.9% |
$94.9K - $105K
|
6.54K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.37K+ 13.07% |
$377K - $419K
|
29.2K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-215- 2.68% |
$24K - $26.7K
|
7.8K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.29K+ 27.73% |
$256K - $284K
|
10.5K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.77K+ 24.87% |
$198K - $220K
|
8.89K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
111KNew |
$12.5M - $13.8M
|
111K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-24.7K- 4.63% |
$2.77M - $3.08M
|
510K
$62.3M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-47.8K- 95.4% |
$5.34M - $5.94M
|
2.3K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
59.3KNew |
$6.64M - $7.38M
|
59.3K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.48% |
$6.6K - $7.33K
|
12.2K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.43K- 3.67% |
$272K - $303K
|
63.8K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-195- 2.66% |
$21.8K - $24.2K
|
7.13K
$871K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-57- 5.16% |
$6.38K - $7.09K
|
1.05K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-199- 9.2% |
$22.3K - $24.7K
|
1.96K
$240K
|
|