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 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$6.01K - $6.62K
|
54
$6.45K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
81+ 0.93% |
$9.01K - $9.94K
|
8.83K
$1.06M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-201- 7.19% |
$22.4K - $24.7K
|
2.6K
$310K
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$239K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.6K+ 30.46% |
$1.73M - $1.91M
|
66.7K
$7.97M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
365+ 6.77% |
$40.6K - $44.8K
|
5.76K
$688K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-152- 6.72% |
$16.9K - $18.6K
|
2.11K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53+ 1.25% |
$5.9K - $6.5K
|
4.3K
$514K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.8% |
$185K - $204K
|
57.6K
$6.89M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.1K- 1.87% |
$122K - $135K
|
57.7K
$6.89M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
125+ 1.11% |
$13.9K - $15.3K
|
11.4K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
986+ 8.31% |
$110K - $121K
|
12.8K
$1.54M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.4K+ 0.53% |
$156K - $172K
|
265K
$31.7M
|
|
Q2 2024 | |||||||
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
29.7K+ 113.77% |
$3.29M - $3.52M
|
55.8K
$6.67M
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.37K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 586.69% |
$1.69M - $1.81M
|
17.9K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.1KNew |
$676K - $723K
|
6.1K
$729K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.07K+ 74.49% |
$229K - $245K
|
4.85K
$579K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$9.32K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.7KNew |
$743K - $794K
|
6.7K
$801K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.07KNew |
$783K - $838K
|
7.07K
$845K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$413K - $442K
|
3.73K
$446K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.54K - $5.92K
|
50
$5.98K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-364- 14.46% |
$40.3K - $43.1K
|
2.15K
$257K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
789New |
$87.4K - $93.5K
|
789
$94.3K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$233K - $257K
|
2.16K
$258K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-479- 11.25% |
$51.9K - $57.2K
|
3.78K
$451K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
851New |
$92.1K - $102K
|
851
$102K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
830+ 11.28% |
$89.9K - $99.1K
|
8.19K
$978K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.2KNew |
$238K - $263K
|
2.2K
$263K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$650 - $716
|
6
$717
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$212K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.52% |
$1.3K - $1.43K
|
2.33K
$278K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.9K- 72.26% |
$530K - $584K
|
1.88K
$225K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
16+ 0.51% |
$1.73K - $1.91K
|
3.17K
$378K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 2.25% |
$7.58K - $8.35K
|
3.04K
$364K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.62K- 24.24% |
$716K - $789K
|
20.7K
$2.47M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.3K- 8.89% |
$1.87M - $2.06M
|
177K
$21.1M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$93.7 - $114
|
2.14K
$256K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.4K- 97.73% |
$600K - $728K
|
149
$17.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
156New |
$14.6K - $17.7K
|
156
$18.6K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$9.37K - $11.4K
|
100
$12K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
135New |
$12.6K - $15.3K
|
135
$16.1K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-51- 96.23% |
$4.78K - $5.8K
|
2
$239
|
|
Q3 2023 | |||||||
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.11K- 12.02% |
$109K - $119K
|
8.12K
$970K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.48% |
$98.2 - $107
|
209
$25K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61KNew |
$453K - $494K
|
4.61K
$551K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-451- 20.56% |
$44.3K - $48.3K
|
1.74K
$208K
|