Purchases and Sales Made in Q3 2022 in Vanguard Wellington Fd U S Val (VFVA)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
45K+ 2.69% |
N/A
|
1.72M
$191M
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
35.5K+ 9.11% |
N/A
|
426K
$47.4M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
25.2K+ 9.19% |
N/A
|
300K
$33.4M
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
18.2K+ 26.21% |
N/A
|
87.6K
$9.76M
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.5K+ 64.62% |
N/A
|
36.9K
$4.11M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13.6K+ 106.46% |
N/A
|
26.4K
$2.94M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
7.85K+ 3352.56% |
N/A
|
8.08K
$899K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.63KNew |
N/A
|
5.63K
$627K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.4K+ 3.38% |
N/A
|
165K
$18.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.93K+ 48.9% |
N/A
|
15K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$535K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.26KNew |
N/A
|
4.26K
$474K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.79K+ 6.78% |
N/A
|
59.6K
$6.64M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.81K+ 2.9% |
N/A
|
99.8K
$11.1M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.24K+ 81.67% |
N/A
|
4.97K
$554K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$239K
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.63K+ 4.63% |
N/A
|
36.8K
$4.1M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 52.55% |
N/A
|
4.63K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.4K+ 8.87% |
N/A
|
17.2K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1.13K+ 36.19% |
N/A
|
4.26K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
716+ 35.31% |
N/A
|
2.74K
$305K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
636+ 1.06% |
N/A
|
60.5K
$6.73M
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
567+ 1.01% |
N/A
|
56.6K
$6.31M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
547New |
N/A
|
547
$60.9K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
489+ 2.87% |
N/A
|
17.5K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
406+ 15.71% |
N/A
|
2.99K
$333K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
400New |
N/A
|
400
$44.5K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
300+ 0.86% |
N/A
|
35.4K
$3.94M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
239+ 2.88% |
N/A
|
8.55K
$952K
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
117+ 1.16% |
N/A
|
10.2K
$1.14M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
N/A
|
71
$7.9K
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
44+ 1.01% |
N/A
|
4.42K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$111
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2- 0.89% |
N/A
|
222
$24.7K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.57% |
N/A
|
6.26K
$697K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-220- 2.87% |
N/A
|
7.43K
$827K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-256- 17.24% |
N/A
|
1.23K
$137K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-290- 6.56% |
N/A
|
4.13K
$460K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-306- 11.41% |
N/A
|
2.38K
$264K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-340- 13.6% |
N/A
|
2.16K
$240K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-550- 4.2% |
N/A
|
12.6K
$1.4M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-573- 4.27% |
N/A
|
12.9K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-640- 11.81% |
N/A
|
4.78K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.56K- 18.72% |
N/A
|
6.78K
$755K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.15K- 3.88% |
N/A
|
53.2K
$5.92M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.51K- 43.18% |
N/A
|
3.3K
$367K
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.18K- 13.25% |
N/A
|
40.5K
$4.51M
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.43K- 2.61% |
N/A
|
278K
$30.9M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 67.17% |
N/A
|
9.44K
$1.05M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-22.6K- 40.7% |
N/A
|
33K
$3.67M
|