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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,110
shares
|
$480,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,814
shares
|
$445,475
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,692
shares
|
$431,225
0.0% of portfolio
|
Q4 2024
Reduced 42.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,606
shares
|
$421,180
0.0% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$414,640
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$385,089
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,261
shares
|
$380,884
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,119
shares
|
$364,299
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,042
shares
|
$355,305
0.04% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,656
shares
|
$310,220
0.2% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,516
shares
|
$293,868
0.04% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$292,000
0.0% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,487
shares
|
$290,481
0.04% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,419
shares
|
$282,539
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$276,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$270,976
0.0% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
2,200
shares
|
$256,960
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,168
shares
|
$253,222
0.02% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,163
shares
|
$252,638
0.0% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,146
shares
|
$250,652
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,127
shares
|
$248,433
0.17% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$233,600
0.19% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,822
shares
|
$212,809
0.01% of portfolio
|
Q2 2024
Reduced 59.65%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
1,702
shares
|
$198,793
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,658
shares
|
$193,654
0.0% of portfolio
|
Q4 2024
Added 261.22%
|