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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84KNew |
$9.85M - $10.9M
|
84K
$9.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.3KNew |
$7.78M - $8.62M
|
66.3K
$7.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.8KNew |
$3.03M - $3.36M
|
25.8K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.2K+ 91.0% |
$1.55M - $1.71M
|
27.7K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 121.35% |
$1.34M - $1.48M
|
20.8K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.5K+ 88.11% |
$1.11M - $1.24M
|
20.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8.49KNew |
$996K - $1.1M
|
8.49K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$482K - $534K
|
4.11K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 64.19% |
$433K - $480K
|
9.45K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.63K+ 0.87% |
$426K - $472K
|
421K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.73K+ 73.85% |
$320K - $354K
|
6.42K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.37KNew |
$278K - $307K
|
2.37K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.31K+ 0.87% |
$271K - $300K
|
267K
$31M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.59K+ 24.26% |
$187K - $207K
|
8.14K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2K+ 261.22% |
$141K - $156K
|
1.66K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
852+ 13.16% |
$100K - $111K
|
7.33K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
744+ 42.69% |
$87.3K - $96.7K
|
2.49K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
738+ 10.98% |
$86.6K - $96K
|
7.46K
$864K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
727+ 1.47% |
$85.3K - $94.5K
|
50.1K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
690+ 7.79% |
$81K - $89.7K
|
9.55K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
584+ 2.24% |
$68.5K - $75.9K
|
26.7K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 28.06% |
$55.7K - $61.8K
|
2.17K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
284+ 0.49% |
$33.3K - $36.9K
|
58K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
223+ 3.23% |
$26.2K - $29K
|
7.12K
$825K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
150+ 0.69% |
$17.6K - $19.5K
|
21.9K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
123+ 2.86% |
$14.4K - $16K
|
4.43K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106New |
$12.4K - $13.8K
|
106
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89New |
$10.4K - $11.6K
|
89
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.86K - $10.9K
|
84
$9.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
82+ 0.64% |
$9.62K - $10.7K
|
12.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 0.51% |
$7.28K - $8.06K
|
12.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 0.45% |
$6.22K - $6.89K
|
11.8K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
44New |
$5.16K - $5.72K
|
44
$5.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
42New |
$4.93K - $5.46K
|
42
$4.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
42+ 0.48% |
$4.93K - $5.46K
|
8.87K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.34% |
$3.29K - $3.64K
|
8.24K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
19+ 0.06% |
$2.23K - $2.47K
|
32.7K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.76% |
$1.88K - $2.08K
|
2.13K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$1.76K - $1.95K
|
12.7K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.21% |
$1.53K - $1.69K
|
6.1K
$707K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.37% |
$235 - $260
|
544
$63K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.63% |
$117 - $130
|
159
$18.4K
|
|
| 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
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.2KNew |
$690K - $761K
|
6.2K
$719K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.7KNew |
$189K - $208K
|
1.7K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.07KNew |
$119K - $131K
|
1.07K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
402+ 7.83% |
$44.7K - $49.3K
|
5.54K
$642K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
389+ 4.85% |
$43.3K - $47.7K
|
8.41K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$20.7K - $22.8K
|
186
$21.5K
|
|