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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,104
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
10,226
shares
|
$1.22 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,320
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
8,953
shares
|
$1.07 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
|
$1.02 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,136
shares
|
$969,892
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
7,854
shares
|
$936,275
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,333
shares
|
$874,166
0.0% of portfolio
|
Q2 2025
Added 185.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,285
shares
|
$868,444
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
7,169
shares
|
$854,616
0.44% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,540
shares
|
$779,633
0.05% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
6,539
shares
|
$779,514
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
|
$777,964
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
6,510
shares
|
$776,057
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,202
shares
|
$739,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,125
shares
|
$730,161
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,077
shares
|
$724,439
0.06% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
6,067
shares
|
$723,247
0.38% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,655
shares
|
$674,132
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$671,152
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,379
shares
|
$641,230
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,224
shares
|
$622,753
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$577,930
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,037
shares
|
$481,250
0.03% of portfolio
|
Q2 2025
Added 18.81%
|