Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.35K- 1.87% |
$131K - $160K
|
70.7K
$8.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 20.28% |
$73K - $88.7K
|
2.94K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-470- 0.11% |
$45.8K - $55.7K
|
423K
$51.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-81- 1.32% |
$7.9K - $9.59K
|
6.07K
$741K
|
|
| Q1 2025 | |||||||
|
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
|
Adviser Investments LLC
|
SELL
|
- |
-24.7K- 4.63% |
$2.77M - $3.08M
|
510K
$62.3M
|
|
|
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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.07K- 32.79% |
$1.01M - $1.13M
|
18.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.43K- 3.67% |
$272K - $303K
|
63.8K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.16K- 50.0% |
$130K - $144K
|
1.16K
$142K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 5.12% |
$129K - $143K
|
21.4K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.15K- 54.44% |
$129K - $143K
|
964
$118K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 26.64% |
$114K - $126K
|
2.8K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-956- 40.42% |
$107K - $119K
|
1.41K
$172K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-857- 6.74% |
$95.9K - $107K
|
11.9K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-854- 7.26% |
$95.5K - $106K
|
10.9K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-630- 25.33% |
$70.5K - $78.3K
|
1.86K
$227K
|
|
|
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
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-485- 1.33% |
$54.3K - $60.3K
|
36K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.83% |
$44.7K - $49.7K
|
21.5K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-375- 6.75% |
$41.9K - $46.6K
|
5.18K
$633K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-358- 5.85% |
$40K - $44.5K
|
5.77K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-215- 2.68% |
$24K - $26.7K
|
7.8K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-199- 9.2% |
$22.3K - $24.7K
|
1.96K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-195- 2.66% |
$21.8K - $24.2K
|
7.13K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124- 1.31% |
$13.9K - $15.4K
|
9.33K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-106Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 1.14% |
$7.27K - $8.08K
|
5.66K
$691K
|
|
|
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
|
Smart Money Group LLC
|
SELL
|
- |
-38- 1.28% |
$4.25K - $4.72K
|
2.93K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-24- 1.12% |
$2.68K - $2.98K
|
2.12K
$259K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 89.45% |
$2.32M - $2.57M
|
2.33K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$84.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-85- 3.39% |
$9.97K - $11.1K
|
2.42K
$295K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-268- 7.02% |
$29.8K - $32.9K
|
3.55K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 16.19% |
$5.01K - $5.52K
|
233
$28.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$223K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$9.53K
|
|
| Q1 2024 | |||||||
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.3K- 8.89% |
$1.87M - $2.06M
|
177K
$21.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.62K- 24.24% |
$716K - $789K
|
20.7K
$2.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.9K- 72.26% |
$530K - $584K
|
1.88K
$230K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 2.25% |
$7.58K - $8.35K
|
3.04K
$372K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-51- 96.23% |
$4.78K - $5.8K
|
2
$244
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.11K- 12.02% |
$109K - $119K
|
8.12K
$992K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 79.43% |
$84.1K - $91.8K
|
222
$27.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-319- 12.2% |
$31.3K - $34.2K
|
2.3K
$280K
|
|