Latest Institutional Purchases of Vanguard Wellington Fd U S Val (VFVA)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Val (VFVA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$635K - $771K
|
6.51K
$795K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.26K+ 1.25% |
$318K - $386K
|
264K
$32.2M
|
|
|
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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 0.67% |
$35.5K - $43.1K
|
54.3K
$6.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353New |
$34.4K - $41.8K
|
353
$43.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 27.38% |
$2.24K - $2.72K
|
107
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17+ 0.82% |
$1.66K - $2.01K
|
2.08K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.55% |
$1.07K - $1.3K
|
2K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$975 - $1.18K
|
5.22K
$638K
|
|
| Q1 2025 | |||||||
|
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
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
59.3KNew |
$6.64M - $7.38M
|
59.3K
$7.25M
|
|
|
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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 384.12% |
$4.1M - $4.56M
|
46.2K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.41M - $1.57M
|
12.6K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 6.56% |
$616K - $685K
|
89.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.2K+ 40.31% |
$582K - $646K
|
18.1K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.37K+ 13.07% |
$377K - $419K
|
29.2K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.71KNew |
$303K - $337K
|
2.71K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54K+ 10176.0% |
$285K - $316K
|
2.57K
$314K
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.25K+ 15.29% |
$139K - $155K
|
9.39K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
848+ 14.9% |
$94.9K - $105K
|
6.54K
$799K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
727+ 1.33% |
$81.3K - $90.4K
|
55.5K
$6.78M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
588+ 8.51% |
$65.8K - $73.1K
|
7.5K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166+ 0.8% |
$18.6K - $20.6K
|
21K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
112+ 1.84% |
$12.5K - $13.9K
|
6.21K
$759K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93+ 1.25% |
$10.4K - $11.6K
|
7.56K
$923K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
85+ 1.0% |
$9.51K - $10.6K
|
8.57K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.48% |
$6.6K - $7.33K
|
12.2K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.44% |
$6.38K - $7.09K
|
13K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
39+ 0.44% |
$4.36K - $4.85K
|
8.91K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.61% |
$2.46K - $2.74K
|
3.63K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19New |
$2.13K - $2.36K
|
19
$2.32K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12New |
$1.34K - $1.49K
|
12
$1.47K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$224 - $249
|
546
$66.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$112 - $124
|
1
$122
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.5K+ 88.11% |
$1.11M - $1.24M
|
20.3K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$482K - $534K
|
4.11K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$381K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.7KNew |
$200K - $221K
|
1.7K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89New |
$10.4K - $11.6K
|
89
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
44New |
$5.16K - $5.72K
|
44
$5.37K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
42New |
$4.93K - $5.46K
|
42
$5.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.63% |
$117 - $130
|
159
$19.4K
|
|
| Q3 2024 | |||||||
|
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
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.2KNew |
$690K - $761K
|
6.2K
$758K
|
|