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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.7K- 32.57% |
$434K - $481K
|
7.65K
$938K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.7K- 2.38% |
$316K - $350K
|
110K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-473- 15.12% |
$55.5K - $61.5K
|
2.66K
$326K
|
|
|
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
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 68.29% |
$1.55M - $1.71M
|
6.48K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.8K- 21.12% |
$1.53M - $1.69M
|
51.5K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.67K- 15.05% |
$742K - $818K
|
37.6K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.87K- 16.56% |
$320K - $352K
|
14.5K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.8% |
$185K - $204K
|
57.6K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 9.57% |
$150K - $165K
|
12.7K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 9.98% |
$144K - $159K
|
11.7K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 12.14% |
$59.1K - $65.1K
|
3.84K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-498- 3.95% |
$55.4K - $61.1K
|
12.1K
$1.48M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-367- 1.41% |
$40.8K - $45K
|
25.7K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-276- 3.02% |
$30.7K - $33.9K
|
8.86K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-268- 7.02% |
$29.8K - $32.9K
|
3.55K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-231- 5.52% |
$25.7K - $28.3K
|
3.96K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-230- 10.31% |
$25.6K - $28.2K
|
2K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-210- 2.96% |
$23.4K - $25.8K
|
6.89K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-201- 7.19% |
$22.4K - $24.7K
|
2.6K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-178- 2.58% |
$19.8K - $21.8K
|
6.72K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 2.56% |
$16.7K - $18.4K
|
5.72K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130- 52.0% |
$14.5K - $15.9K
|
120
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-86- 1.23% |
$9.57K - $10.5K
|
6.92K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71- 98.61% |
$7.9K - $8.71K
|
1
$123
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-48- 0.91% |
$5.34K - $5.89K
|
5.23K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 16.19% |
$5.01K - $5.52K
|
233
$28.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 11.73% |
$2.34K - $2.58K
|
158
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.22% |
$111 - $123
|
459
$56.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 59.65% |
$298K - $319K
|
1.82K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-364- 14.46% |
$40.3K - $43.1K
|
2.15K
$264K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-87- 55.41% |
$9.64K - $10.3K
|
70
$8.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 48.68% |
$8.2K - $8.77K
|
78
$9.56K
|
|
| Q1 2024 | |||||||
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.3K- 8.89% |
$1.87M - $2.06M
|
177K
$21.7M
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-479- 11.25% |
$51.9K - $57.2K
|
3.78K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 12.33% |
$27.1K - $29.8K
|
1.78K
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 2.25% |
$7.58K - $8.35K
|
3.04K
$373K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.4K- 97.73% |
$600K - $728K
|
149
$18.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-51- 96.23% |
$4.78K - $5.8K
|
2
$245
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.11K- 12.02% |
$109K - $119K
|
8.12K
$995K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 79.43% |
$84.1K - $91.8K
|
222
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-451- 20.56% |
$44.3K - $48.3K
|
1.74K
$214K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-319- 12.2% |
$31.3K - $34.2K
|
2.3K
$281K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-414- 33.69% |
$37.6K - $41.4K
|
815
$99.9K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-124- 1.02% |
$11.4K - $13.7K
|
12.1K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-99- 2.44% |
$9.13K - $10.9K
|
3.96K
$485K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.04M- 98.99% |
$93.4M - $109M
|
10.7K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-3.36K- 9.11% |
$301K - $353K
|
33.5K
$4.1M
|
|