Purchases and Sales Made in Q4 2024 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 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
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
84K
New
$9.85M - $10.9M
84K $10.1M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
66.3K
New
$7.78M - $8.62M
66.3K $7.94M
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
25.8K
New
$3.03M - $3.36M
25.8K $3.09M
Feb 11, 2025 Q4 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
13.2K
+ 91.0%
$1.55M - $1.71M
27.7K $3.32M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.4K
+ 121.35%
$1.34M - $1.48M
20.8K $2.49M
Feb 14, 2025 Q4 2024
Brown Advisory Inc

BUY
 -
9.5K
+ 88.11%
$1.11M - $1.24M
20.3K $2.43M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
8.49K
New
$996K - $1.1M
8.49K $1.02M
Feb 13, 2025 Q4 2024
Keystone Financial Group

BUY
 -
8.02K
New
$941K - $1.04M
8.02K $961K
Feb 14, 2025 Q4 2024
Jane Street Group, LLC

New York, NY
BUY
 -
4.11K
New
$482K - $534K
4.11K $493K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
3.69K
+ 64.19%
$433K - $480K
9.45K $1.13M
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.12K
New
$366K - $406K
3.12K $374K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.73K
+ 73.85%
$320K - $354K
6.42K $769K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.37K
New
$278K - $307K
2.37K $283K
Jan 21, 2025 Q4 2024
Anderson Hoagland & CO

BUY
 -
2.31K
+ 0.87%
$271K - $300K
267K $32.1M
Feb 11, 2025 Q4 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
1.59K
+ 24.26%
$187K - $207K
8.14K $976K
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
BUY
 -
1.2K
+ 261.22%
$141K - $156K
1.66K $199K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
852
+ 13.16%
$100K - $111K
7.33K $878K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
744
+ 42.69%
$87.3K - $96.7K
2.49K $298K
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
738
+ 10.98%
$86.6K - $96K
7.46K $894K
Feb 10, 2025 Q4 2024
Stokes Family Office, LLC

BUY
 -
727
+ 1.47%
$85.3K - $94.5K
50.1K $6M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
690
+ 7.79%
$81K - $89.7K
9.55K $1.14M
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
584
+ 2.24%
$68.5K - $75.9K
26.7K $3.2M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
475
+ 28.06%
$55.7K - $61.8K
2.17K $260K
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
284
+ 0.49%
$33.3K - $36.9K
58K $6.95M
Feb 14, 2025 Q4 2024
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
223
+ 3.23%
$26.2K - $29K
7.12K $853K
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
150
+ 0.69%
$17.6K - $19.5K
21.9K $2.63M
Jan 14, 2025 Q4 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
123
+ 2.86%
$14.4K - $16K
4.43K $531K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
106
New
$12.4K - $13.8K
106 $12.7K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
89
New
$10.4K - $11.6K
89 $10.7K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
84
New
$9.86K - $10.9K
84 $10.1K
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
82
+ 0.64%
$9.62K - $10.7K
12.9K $1.55M
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
62
+ 0.51%
$7.28K - $8.06K
12.2K $1.46M
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
53
+ 0.45%
$6.22K - $6.89K
11.8K $1.41M
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
44
New
$5.16K - $5.72K
44 $5.27K
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
42
+ 0.48%
$4.93K - $5.46K
8.87K $1.06M
Jan 24, 2025 Q4 2024
Compass Advisory Group LLC

BUY
 -
28
+ 0.34%
$3.29K - $3.64K
8.24K $988K
Jan 16, 2025 Q4 2024
Smart Money Group LLC

BUY
 -
19
+ 0.06%
$2.23K - $2.47K
32.7K $3.92M
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
16
+ 0.76%
$1.88K - $2.08K
2.13K $255K
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
BUY
 -
15
+ 0.12%
$1.76K - $1.95K
12.7K $1.52M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
13
+ 0.21%
$1.53K - $1.69K
6.1K $731K
Feb 18, 2025 Q4 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
2
+ 0.37%
$235 - $260
544 $65.2K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1
+ 0.63%
$117 - $130
159 $19.1K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
Closed
$117 - $130
0 $0
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
SELL
 -
-8
- 0.37%
$939 - $1.04K
2.15K $257K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
SELL
 -
-12
- 0.17%
$1.41K - $1.56K
6.91K $828K
Feb 12, 2025 Q4 2024
National Bank Of Canada

SELL
 -
-55
- 4.75%
$6.45K - $7.15K
1.1K $132K
Feb 10, 2025 Q4 2024
Compass Ion Advisors, LLC

SELL
 -
-80
- 3.08%
$9.39K - $10.4K
2.52K $302K
Jan 10, 2025 Q4 2024
Graypoint LLC

SELL
 -
-85
- 3.39%
$9.97K - $11.1K
2.42K $290K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
SELL
 -
-95
- 79.17%
$11.1K - $12.4K
25 $3K

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