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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,440
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
11,141
shares
|
$1.42 Million
0.75% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,104
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
10,226
shares
|
$1.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,181
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
8,953
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8,568
shares
|
$1.09 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,136
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
7,854
shares
|
$997,536
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,333
shares
|
$931,364
0.0% of portfolio
|
Q2 2025
Added 185.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,285
shares
|
$925,267
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
7,169
shares
|
$910,534
0.44% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
7,092
shares
|
$900,754
0.45% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,067
shares
|
$897,579
0.07% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
6,918
shares
|
$878,655
0.06% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
6,539
shares
|
$830,518
0.0% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,526
shares
|
$828,867
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,428
shares
|
$816,420
0.34% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,202
shares
|
$787,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,125
shares
|
$777,936
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,655
shares
|
$718,241
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$715,066
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,379
shares
|
$683,186
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,231
shares
|
$664,389
0.09% of portfolio
|
Q3 2025
Added 0.13%
|