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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
5,215
shares
|
$601,550
0.05% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,214
shares
|
$601,434
0.09% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,181
shares
|
$597,628
0.0% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,693
shares
|
$425,987
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,628
shares
|
$418,489
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$409,492
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,398
shares
|
$391,959
0.03% of portfolio
|
Q1 2025
Added 56.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$380,308
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,261
shares
|
$376,156
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,119
shares
|
$359,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,042
shares
|
$350,894
0.03% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
2,932
shares
|
$338,206
0.32% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,798
shares
|
$322,749
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,708
shares
|
$312,367
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,569
shares
|
$296,334
0.0% of portfolio
|
Q1 2025
Added 10176.0%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
2,419
shares
|
$279,031
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,302
shares
|
$265,535
0.03% of portfolio
|
Q1 2025
Reduced 95.4%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
2,200
shares
|
$253,770
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,122
shares
|
$244,772
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
2,062
shares
|
$237,851
0.16% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$230,700
0.19% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,984
shares
|
$228,854
0.03% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
1,964
shares
|
$226,547
0.0% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,857
shares
|
$214,204
0.03% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,822
shares
|
$210,167
0.01% of portfolio
|
Q2 2024
Reduced 59.65%
|