Purchases and Sales Made in Q4 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 Q4 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
Feb 13, 2023 Q4 2022
Claraphi Advisory Network, LLC

BUY
 -
1.05M
New
$94.4M - $111M
1.05M $125M
Jan 24, 2023 Q4 2022
Smart Money Group LLC

BUY
 -
230K
New
$20.7M - $24.2M
230K $27.3M
Mar 06, 2023 Q4 2022
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
111K
New
$9.97M - $11.7M
111K $13.2M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
43.8K
+ 888.02%
$3.93M - $4.6M
48.7K $5.77M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
43.4K
+ 459.67%
$3.89M - $4.56M
52.8K $6.26M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
30.4K
New
$2.73M - $3.2M
30.4K $3.6M
Jan 19, 2023 Q4 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
25.9K
+ 78.52%
$2.32M - $2.72M
58.9K $6.97M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
15.4K
+ 43.52%
$1.38M - $1.62M
50.7K $6.01M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.2K
+ 194.01%
$1.18M - $1.38M
19.9K $2.36M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
12.8K
New
$1.15M - $1.34M
12.8K $1.51M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.1K
+ 104.18%
$906K - $1.06M
19.8K $2.34M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9.89K
New
$887K - $1.04M
9.89K $1.17M
Jan 20, 2023 Q4 2022
Anderson Hoagland & CO

BUY
 -
9.72K
+ 3.24%
$872K - $1.02M
310K $36.7M
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
8.23K
New
$739K - $866K
8.23K $975K
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
4.7K
+ 4.7%
$421K - $494K
105K $12.4M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
4.6K
New
$413K - $484K
4.6K $545K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
4K
+ 86.33%
$359K - $420K
8.63K $1.02M
Jan 12, 2023 Q4 2022
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
3.48K
New
$312K - $366K
3.48K $412K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
3.03K
New
$272K - $319K
3.03K $359K
Feb 14, 2023 Q4 2022
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
2.95K
New
$265K - $311K
2.95K $350K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
2.94K
+ 59.01%
$263K - $309K
7.91K $937K
Jan 31, 2023 Q4 2022
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
2.62K
New
$235K - $276K
2.62K $311K
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.29K
New
$206K - $241K
2.29K $271K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
2.28K
New
$204K - $239K
2.28K $269K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.05K
+ 78.34%
$184K - $216K
4.68K $554K
Jan 25, 2023 Q4 2022
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
1.99K
+ 2.27%
$178K - $209K
89.6K $10.6M
Jan 19, 2023 Q4 2022
Compass Advisory Group LLC

BUY
 -
1.24K
+ 14.53%
$112K - $131K
9.8K $1.16M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
972
New
$87.2K - $102K
972 $115K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
760
New
$68.2K - $79.9K
760 $90K
Feb 14, 2023 Q4 2022
Mc Ilrath & Eck, LLC

BUY
 -
733
+ 2.78%
$65.8K - $77.1K
27.1K $3.21M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
615
New
$55.2K - $64.7K
615 $72.8K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
500
New
$44.9K - $52.6K
500 $59.2K
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
479
+ 10.02%
$43K - $50.4K
5.26K $623K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
425
New
$38.1K - $44.7K
425 $50.3K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
408
+ 9.58%
$36.6K - $42.9K
4.67K $553K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
405
+ 2.36%
$36.3K - $42.6K
17.6K $2.08M
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
395
+ 3.86%
$35.4K - $41.5K
10.6K $1.26M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
360
+ 2.4%
$32.3K - $37.9K
15.4K $1.82M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
207
New
$18.6K - $21.8K
207 $24.5K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
195
+ 0.33%
$17.5K - $20.5K
59.8K $7.09M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
112
+ 1.51%
$10.1K - $11.8K
7.55K $894K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
103
+ 95.37%
$9.24K - $10.8K
211 $25K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
94
+ 0.54%
$8.44K - $9.88K
17.6K $2.09M
Feb 07, 2023 Q4 2022
Keystone Financial Group

BUY
 -
50
+ 1.17%
$4.49K - $5.26K
4.31K $510K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
36
New
$3.23K - $3.79K
36 $4.26K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
34
+ 1.57%
$3.05K - $3.57K
2.19K $260K
Jan 19, 2023 Q4 2022
Wt Wealth Management

BUY
 -
28
+ 0.24%
$2.51K - $2.94K
11.6K $1.38M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
4
+ 1.99%
$359 - $421
205 $24.3K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
2
New
$179 - $210
2 $237

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