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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-24- 1.12% |
$2.68K - $2.98K
|
2.12K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-65- 3.06% |
$7.27K - $8.08K
|
2.06K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
39+ 0.44% |
$4.36K - $4.85K
|
8.91K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
788+ 17.8% |
$88.1K - $98K
|
5.22K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$1.34K - $1.49K
|
12
$1.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-857- 6.74% |
$95.9K - $107K
|
11.9K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.15K- 54.44% |
$129K - $143K
|
964
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.83% |
$44.7K - $49.7K
|
21.5K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.25K+ 15.29% |
$139K - $155K
|
9.39K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-358- 5.85% |
$40K - $44.5K
|
5.77K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.71KNew |
$303K - $337K
|
2.71K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 1.14% |
$7.27K - $8.08K
|
5.66K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
727+ 1.33% |
$81.3K - $90.4K
|
55.5K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.23K+ 56.73% |
$138K - $153K
|
3.4K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 6.56% |
$616K - $685K
|
89.5K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93+ 1.25% |
$10.4K - $11.6K
|
7.56K
$925K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
169+ 0.63% |
$18.9K - $21K
|
26.9K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$112 - $124
|
1
$122
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.32K+ 0.79% |
$371K - $412K
|
424K
$51.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.51K- 19.67% |
$168K - $187K
|
6.15K
$752K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.44% |
$6.38K - $7.09K
|
13K
$1.59M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 89.45% |
$2.32M - $2.57M
|
2.33K
$285K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$200K - $221K
|
1.7K
$208K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
42New |
$4.93K - $5.46K
|
42
$5.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$482K - $534K
|
4.11K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.5K+ 88.11% |
$1.11M - $1.24M
|
20.3K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
44New |
$5.16K - $5.72K
|
44
$5.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.63% |
$117 - $130
|
159
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$85.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89New |
$10.4K - $11.6K
|
89
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-85- 3.39% |
$9.97K - $11.1K
|
2.42K
$296K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
178New |
$19.8K - $21.8K
|
178
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.2KNew |
$690K - $761K
|
6.2K
$759K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-268- 7.02% |
$29.8K - $32.9K
|
3.55K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$20.7K - $22.8K
|
186
$22.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.7KNew |
$189K - $208K
|
1.7K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.07KNew |
$119K - $131K
|
1.07K
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 16.19% |
$5.01K - $5.52K
|
233
$28.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$6.01K - $6.62K
|
54
$6.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$245K
|
|
|
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
$8.16M
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$9.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.7KNew |
$743K - $794K
|
6.7K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.07KNew |
$783K - $838K
|
7.07K
$865K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.54K - $5.92K
|
50
$6.12K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
789New |
$87.4K - $93.5K
|
789
$96.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$233K - $257K
|
2.16K
$264K
|
|