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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-389K- 76.38% |
$38M - $46.1M
|
120K
$14.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-54.4K- 98.03% |
$5.31M - $6.45M
|
1.09K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-29.9K- 61.6% |
$2.91M - $3.54M
|
18.6K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26K- 40.72% |
$2.54M - $3.08M
|
37.8K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.4K- 46.06% |
$1.21M - $1.47M
|
14.5K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 64.83% |
$1.18M - $1.43M
|
6.54K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.71K- 76.84% |
$947K - $1.15M
|
2.93K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 17.33% |
$373K - $453K
|
18.3K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.72K- 19.37% |
$168K - $204K
|
7.17K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.5K- 6.99% |
$146K - $177K
|
19.9K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.35K- 1.87% |
$131K - $160K
|
70.7K
$8.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 20.28% |
$73K - $88.7K
|
2.94K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-470- 0.11% |
$45.8K - $55.7K
|
423K
$50.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-448- 15.28% |
$43.7K - $53.1K
|
2.48K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 6.71% |
$37.7K - $45.8K
|
5.38K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-333- 6.43% |
$32.5K - $39.4K
|
4.85K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-327- 0.91% |
$31.9K - $38.7K
|
35.6K
$4.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-303- 2.88% |
$29.5K - $35.9K
|
10.2K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-297- 2.5% |
$29K - $35.2K
|
11.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 2.84% |
$20.8K - $25.2K
|
7.29K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-86- 1.38% |
$8.39K - $10.2K
|
6.13K
$730K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-81- 1.32% |
$7.9K - $9.59K
|
6.07K
$723K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 51.85% |
$6.83K - $8.29K
|
65
$7.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67- 1.85% |
$6.53K - $7.93K
|
3.56K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-58- 0.2% |
$5.66K - $6.87K
|
29.1K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 2.13% |
$4.78K - $5.8K
|
2.25K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21- 4.94% |
$2.05K - $2.49K
|
404
$48.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5- 0.05% |
$488 - $592
|
9.32K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.05% |
$390 - $474
|
8.57K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.11% |
$195 - $237
|
1.82K
$217K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 20.87% |
$1.19M - $1.33M
|
40.4K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.16K- 50.0% |
$130K - $144K
|
1.16K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 26.64% |
$114K - $126K
|
2.8K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-630- 25.33% |
$70.5K - $78.3K
|
1.86K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.83% |
$44.7K - $49.7K
|
21.5K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-199- 9.2% |
$22.3K - $24.7K
|
1.96K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 1.14% |
$7.27K - $8.08K
|
5.66K
$674K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-57- 5.16% |
$6.38K - $7.09K
|
1.05K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-24- 1.12% |
$2.68K - $2.98K
|
2.12K
$253K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$82.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-85- 3.39% |
$9.97K - $11.1K
|
2.42K
$288K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-268- 7.02% |
$29.8K - $32.9K
|
3.55K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 16.19% |
$5.01K - $5.52K
|
233
$27.8K
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$9.3K
|
|
| Q1 2024 | |||||||
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.3K- 8.89% |
$1.87M - $2.06M
|
177K
$21.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.62K- 24.24% |
$716K - $789K
|
20.7K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.9K- 72.26% |
$530K - $584K
|
1.88K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$212K
|
|