Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12KNew |
$366K - $406K
|
3.12K
$387K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.73K+ 73.85% |
$320K - $354K
|
6.42K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.31K+ 0.87% |
$271K - $300K
|
267K
$33.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
584+ 2.24% |
$68.5K - $75.9K
|
26.7K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
284+ 0.49% |
$33.3K - $36.9K
|
58K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
123+ 2.86% |
$14.4K - $16K
|
4.43K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
82+ 0.64% |
$9.62K - $10.7K
|
12.9K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
19+ 0.06% |
$2.23K - $2.47K
|
32.7K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.76% |
$1.88K - $2.08K
|
2.13K
$264K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-85- 3.39% |
$9.97K - $11.1K
|
2.42K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.7K- 32.57% |
$434K - $481K
|
7.65K
$949K
|