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 98 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
423,491
shares
|
$50.5 Million
9.12% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
263,508
shares
|
$31.4 Million
3.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
120,395
shares
|
$14.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 76.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
111,316
shares
|
$13.3 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
93,013
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 56.74%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.5 Million
5.95% of portfolio
|
Q3 2023
Added 25.44%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
70,711
shares
|
$8.43 Million
6.85% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,698
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
63,843
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
54,295
shares
|
$6.47 Million
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
53,993
shares
|
$6.44 Million
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
51,930
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Added 628.13%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.31 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,649
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
29,120
shares
|
$3.47 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,047
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
20,286
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
19,891
shares
|
$2.37 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
18,636
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,256
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
14,496
shares
|
$1.73 Million
1.31% of portfolio
|
Q2 2025
Reduced 46.06%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
13,547
shares
|
$1.61 Million
0.34% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,299
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,561
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
11,141
shares
|
$1.33 Million
0.75% of portfolio
|
Q2 2025
Added 18.66%
|