Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-367- 1.41% |
$40.8K - $45K
|
25.7K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-498- 3.95% |
$55.4K - $61.1K
|
12.1K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 12.14% |
$59.1K - $65.1K
|
3.84K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-582- 1.75% |
$64.8K - $71.4K
|
32.7K
$3.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.1K- 1.87% |
$122K - $135K
|
57.7K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 9.98% |
$144K - $159K
|
11.7K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 9.57% |
$150K - $165K
|
12.7K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.8% |
$185K - $204K
|
57.6K
$6.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.71K- 31.67% |
$190K - $210K
|
3.69K
$437K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.83K- 1.59% |
$204K - $224K
|
113K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.87K- 16.56% |
$320K - $352K
|
14.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.67K- 15.05% |
$742K - $818K
|
37.6K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.73K- 2.28% |
$1.08M - $1.19M
|
417K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.8K- 21.12% |
$1.53M - $1.69M
|
51.5K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 68.29% |
$1.55M - $1.71M
|
6.48K
$767K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-29.7K- 53.22% |
$3.31M - $3.65M
|
26.1K
$3.09M
|