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 90 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
600,306
shares
|
$74.2 Million
0.91% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
420,646
shares
|
$52 Million
10.14% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
267,415
shares
|
$33 Million
3.4% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
110,330
shares
|
$13.6 Million
9.58% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.8 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
|
$8.24 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$7.39 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
57,961
shares
|
$7.16 Million
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
57,634
shares
|
$7.12 Million
2.39% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,513
shares
|
$6.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
49,357
shares
|
$6.1 Million
0.67% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.51 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
37,639
shares
|
$4.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
32,720
shares
|
$4.04 Million
1.52% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
26,706
shares
|
$3.3 Million
2.47% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,805
shares
|
$3.19 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25,741
shares
|
$3.18 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
21,750
shares
|
$2.69 Million
0.13% of portfolio
|
Q3 2024
Added 314.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
14,481
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
12,931
shares
|
$1.6 Million
0.36% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,700
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,115
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
11,709
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,784
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|