Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd U S Val (VFVA)

VFVA Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S VAL.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 20, 2022 Q1 2022
Compass Ion Advisors, LLC

BUY
 -
134K
+ 83.45%
$13.7M - $14.8M
295K $36.8M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
73.9K
New
$7.52M - $8.13M
73.9K $9.21M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
73.9K
New
$7.52M - $8.13M
73.9K $9.21M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
64K
New
$6.52M - $7.04M
64K $7.97M
May 10, 2022 Q1 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
60.6K
New
$6.17M - $6.67M
60.6K $7.55M
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

BUY
 -
60.6K
New
$6.17M - $6.67M
60.6K $7.55M
Sep 07, 2023 Q1 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
47.6K
+ 31.73%
$4.84M - $5.23M
198K $24.6M
May 10, 2022 Q1 2022
Milestone Advisory Partners

BUY
 -
37.5K
+ 175.09%
$3.81M - $4.12M
58.9K $7.33M
Apr 22, 2022 Q1 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
34.6K
New
$3.52M - $3.81M
34.6K $4.31M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
22.9K
New
$2.33M - $2.52M
22.9K $2.86M
Apr 12, 2022 Q1 2022
Anderson Hoagland & CO

BUY
 -
16.7K
+ 6.55%
$1.7M - $1.84M
272K $33.8M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
13.2K
New
$1.35M - $1.45M
13.2K $1.65M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.9K
New
$1.22M - $1.31M
11.9K $1.49M
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
8.06K
+ 138.23%
$820K - $886K
13.9K $1.73M
Apr 22, 2022 Q1 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
7.92K
+ 15.69%
$806K - $871K
58.4K $7.27M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
6.66K
+ 69.56%
$678K - $732K
16.2K $2.02M
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
5.88K
New
$599K - $647K
5.88K $732K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
4.53K
+ 2.92%
$461K - $498K
159K $19.8M
Apr 11, 2022 Q1 2022
Soundmark Wealth Management, LLC

BUY
 -
4.34K
+ 10.9%
$442K - $477K
44.2K $5.5M
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
4.33K
New
$440K - $476K
4.33K $539K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
4.06K
New
$414K - $447K
4.06K $506K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.93K
+ 13.28%
$400K - $432K
33.5K $4.18M
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
3.78K
+ 4.11%
$385K - $416K
95.8K $11.9M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.26K
+ 31.62%
$332K - $358K
13.6K $1.69M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
3.04K
New
$310K - $334K
3.04K $379K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.26K
New
$230K - $248K
2.26K $281K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.86K
+ 78.51%
$189K - $204K
4.22K $526K
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
1.58K
+ 15.45%
$161K - $174K
11.8K $1.47M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.35K
+ 21.07%
$137K - $148K
7.73K $962K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
1.26K
New
$128K - $139K
1.26K $157K
May 09, 2022 Q1 2022
Andesa Financial Management Inc.

BUY
 -
1.11K
+ 5.2%
$113K - $122K
22.5K $2.81M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
915
New
$93.1K - $101K
915 $114K
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

BUY
 -
487
+ 10.27%
$49.6K - $53.5K
5.23K $651K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
224
New
$22.8K - $24.6K
224 $27.9K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
169
New
$17.2K - $18.6K
169 $21K
Apr 27, 2022 Q1 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
114
+ 2.67%
$11.6K - $12.5K
4.38K $545K
Jan 25, 2023 Q1 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
62
+ 0.61%
$6.31K - $6.82K
10.2K $1.27M
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
50
New
$5.09K - $5.5K
50 $6.23K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
28
+ 1.18%
$2.85K - $3.08K
2.4K $299K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
20
+ 0.92%
$2.04K - $2.2K
2.19K $273K
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

BUY
 -
9
+ 0.07%
$916 - $990
13.5K $1.68M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-135
- 2.08%
$13.7K - $14.8K
6.36K $792K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-165
Closed
$16.8K - $18.1K
0 $0
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

SELL
 -
-186
- 6.8%
$18.9K - $20.5K
2.55K $318K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-264
Closed
$26.9K - $29K
0 $0
May 11, 2022 Q1 2022
Mc Ilrath & Eck, LLC

SELL
 -
-344
- 2.97%
$35K - $37.8K
11.2K $1.4M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-545
- 99.63%
$55.5K - $59.9K
2 $249

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