Institutional Ownership Vanguard Wellington Fd U S Val (VFVA)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Val (VFVA). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
427,773
shares
|
$54.3 Million
9.35% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
249,722
shares
|
$31.7 Million
2.91% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
Oct 28, 2025 Q3 2025 |
203,636
shares
|
$25.9 Million
11.91% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
127,910
shares
|
$16.2 Million
0.13% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
120,395
shares
|
$15.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 76.38%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
93,013
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 56.74%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$9.05 Million
5.95% of portfolio
|
Q3 2023
Added 25.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,698
shares
|
$8.47 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
62,714
shares
|
$7.97 Million
6.1% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
54,295
shares
|
$6.9 Million
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
53,993
shares
|
$6.86 Million
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
51,930
shares
|
$6.6 Million
0.0% of portfolio
|
Q2 2025
Added 628.13%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.66 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
41,562
shares
|
$5.28 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
37,845
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,649
shares
|
$4.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
29,120
shares
|
$3.7 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,047
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
20,761
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
20,286
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
19,362
shares
|
$2.46 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
18,636
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.6%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
14,496
shares
|
$1.84 Million
1.31% of portfolio
|
Q2 2025
Reduced 46.06%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
13,462
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,299
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|