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 103 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
18,590
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
18,100
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 40.31%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
12,988
shares
|
$1.5 Million
0.35% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,634
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,236
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,858
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
10,908
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.23 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
10,529
shares
|
$1.21 Million
0.57% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
9,389
shares
|
$1.08 Million
0.69% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,325
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
8,910
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
8,891
shares
|
$1.03 Million
0.62% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
8,572
shares
|
$988,780
0.78% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
7,804
shares
|
$900,191
0.1% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,555
shares
|
$871,469
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,498
shares
|
$864,894
0.0% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,132
shares
|
$822,676
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,540
shares
|
$754,389
0.05% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,211
shares
|
$716,438
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,202
shares
|
$715,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
6,148
shares
|
$709,171
0.32% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,766
shares
|
$665,108
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,655
shares
|
$652,304
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$649,420
0.26% of portfolio
|
Q3 2021
New holding
|