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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,628
shares
|
$432,493
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
3,561
shares
|
$424,506
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$423,195
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$393,035
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,261
shares
|
$388,743
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,119
shares
|
$371,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,042
shares
|
$362,636
0.03% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,944
shares
|
$350,954
0.0% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,926
shares
|
$348,808
0.0% of portfolio
|
Q2 2025
Reduced 76.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,798
shares
|
$333,549
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,738
shares
|
$326,396
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
2,484
shares
|
$296,117
0.27% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,419
shares
|
$288,368
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,308
shares
|
$275,136
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,253
shares
|
$268,580
0.03% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
2,200
shares
|
$262,262
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$252,963
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,079
shares
|
$247,837
0.16% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
2,000
shares
|
$238,420
0.18% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,995
shares
|
$237,823
0.03% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,857
shares
|
$221,372
0.02% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,820
shares
|
$216,962
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,409
shares
|
$167,966
0.0% of portfolio
|
Q1 2025
Reduced 40.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,160
shares
|
$138,283
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,093
shares
|
$130,296
0.04% of portfolio
|
Q2 2025
Reduced 98.03%
|