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 100 institutions that hold shares in the stock, with a total of 2.47 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,715
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,177
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
11,762
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.25 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,546
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,449
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 64.19%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,871
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8,487
shares
|
$991,281
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
8,243
shares
|
$962,782
0.47% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
8,144
shares
|
$951,219
0.58% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,019
shares
|
$936,619
0.1% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
7,653
shares
|
$893,870
0.4% of portfolio
|
Q4 2024
Reduced 32.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,462
shares
|
$871,561
0.0% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,327
shares
|
$855,793
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
7,120
shares
|
$831,616
0.53% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,910
shares
|
$807,088
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,202
shares
|
$724,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,124
shares
|
$715,283
0.0% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,099
shares
|
$712,363
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,720
shares
|
$668,096
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
5,692
shares
|
$664,825
0.05% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$657,584
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,556
shares
|
$648,940
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,229
shares
|
$610,747
0.09% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,427
shares
|
$517,073
0.05% of portfolio
|
Q4 2024
Added 2.86%
|