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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-141- 3.57% |
$16.5K - $18.3K
|
3.81K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-238- 6.19% |
$27.9K - $30.9K
|
3.61K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-406- 0.79% |
$47.6K - $52.8K
|
51.1K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-473- 15.12% |
$55.5K - $61.5K
|
2.66K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-755- 25.87% |
$88.6K - $98.2K
|
2.16K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-843- 12.1% |
$98.9K - $110K
|
6.12K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.18K- 3.13% |
$138K - $153K
|
36.5K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 19.35% |
$156K - $173K
|
5.56K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.46K- 38.59% |
$171K - $190K
|
2.32K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 48.72% |
$279K - $309K
|
2.5K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.7K- 2.38% |
$316K - $350K
|
110K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.82K- 4.89% |
$331K - $367K
|
54.8K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.2K- 12.44% |
$376K - $416K
|
22.5K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.6K- 83.83% |
$423K - $468K
|
695
$83.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.7K- 32.57% |
$434K - $481K
|
7.65K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.9K- 34.85% |
$810K - $897K
|
12.9K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-65.8K- 10.95% |
$7.72M - $8.55M
|
535K
$64.1M
|