Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
155KNew |
$15.2M - $16.6M
|
155K
$19.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
75.3K+ 3103.96% |
$7.41M - $8.08M
|
77.7K
$9.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
73.4KNew |
$7.22M - $7.88M
|
73.4K
$9.14M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
50K+ 50.0% |
$4.92M - $5.37M
|
150K
$18.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41.7K+ 34.99% |
$4.11M - $4.48M
|
161K
$20M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22.9K+ 8.18% |
$2.25M - $2.46M
|
303K
$37.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
17.8K+ 351.48% |
$1.76M - $1.91M
|
22.9K
$2.85M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10.1KNew |
$995K - $1.09M
|
10.1K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.44K+ 453.33% |
$831K - $906K
|
10.3K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.54K+ 8.88% |
$643K - $701K
|
80.2K
$9.98M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
6.35K+ 2.56% |
$625K - $682K
|
255K
$31.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.74KNew |
$467K - $509K
|
4.74K
$591K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$420K - $457K
|
4.26K
$531K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.92K+ 1.08% |
$386K - $421K
|
366K
$45.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.92K+ 414.83% |
$385K - $420K
|
4.86K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.3K+ 7.0% |
$325K - $354K
|
50.5K
$6.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 5.62% |
$285K - $310K
|
54.3K
$6.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.69KNew |
$264K - $288K
|
2.69K
$334K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.65K+ 9.82% |
$261K - $284K
|
29.6K
$3.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.6KNew |
$256K - $279K
|
2.6K
$324K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.24K+ 27.91% |
$220K - $240K
|
10.3K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.23K+ 46.38% |
$219K - $239K
|
7.03K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.22K+ 2.47% |
$218K - $238K
|
92K
$11.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.15K+ 11.19% |
$212K - $231K
|
21.4K
$2.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.4K+ 31.68% |
$138K - $151K
|
5.83K
$726K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.37KNew |
$135K - $147K
|
1.37K
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16K+ 14.74% |
$115K - $125K
|
9.06K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
891+ 5.4% |
$87.7K - $95.6K
|
17.4K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
723+ 6.66% |
$71.2K - $77.6K
|
11.6K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
407+ 4.44% |
$40.1K - $43.7K
|
9.58K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
374+ 6.22% |
$36.8K - $40.1K
|
6.38K
$795K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
264New |
$26K - $28.3K
|
264
$32.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
206+ 8.14% |
$20.3K - $22.1K
|
2.74K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
165New |
$16.2K - $17.7K
|
165
$20.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140+ 6.9% |
$13.8K - $15K
|
2.17K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70+ 2.24% |
$6.89K - $7.51K
|
3.2K
$398K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
36+ 0.26% |
$3.54K - $3.86K
|
13.7K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$98.4 - $107
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-216Closed |
$21.3K - $23.2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-257- 1.88% |
$25.3K - $27.6K
|
13.4K
$1.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-581- 13.26% |
$57.2K - $62.3K
|
3.8K
$473K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-631- 20.98% |
$62.1K - $67.7K
|
2.38K
$296K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-683- 3.09% |
$67.2K - $73.3K
|
21.4K
$2.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82KClosed |
$278K - $303K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.87K- 36.44% |
$381K - $415K
|
6.75K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.72KClosed |
$760K - $828K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-67K- 62.71% |
$6.59M - $7.18M
|
39.8K
$4.96M
|