Vanguard Wellington Fd U S Val VFVA
Institutional shares held
2.31 Million
0
calls
0
puts
Total value of holdings
$292M
$0
calls
$0
puts
# of Institutions
89
We take great care to ensure that the data presented and summarized in this overview for VANGUARD WELLINGTON FD U S VAL is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VFVA
View all-
Adviser Investments LLC600KShares$75.8 Million0.91% of portfolio
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Armbruster Capital Management, Inc.417KShares$52.7 Million10.05% of portfolio
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Anderson Hoagland & CO265KShares$33.5 Million3.31% of portfolio
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Sterling Manor Financial, LLC113KShares$14.3 Million9.69% of portfolio
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Milestone Advisory Partners71.3KShares$9 Million5.95% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL66.7KShares$8.43 Million0.01% of portfolio
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Brinker Capital Investments, LLC59.8KShares$7.56 Million0.12% of portfolio
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Umb Bank, N.A.57.7KShares$7.29 Million0.11% of portfolio
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Morgan Rosel Wealth Management, LLC57.6KShares$7.28 Million2.39% of portfolio
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New Edge Advisors, LLC New Orleans, LA51.5KShares$6.51 Million0.04% of portfolio