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 104 institutions that hold shares in the stock, with a total of 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$615,744
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,561
shares
|
$579,292
0.02% of portfolio
|
Q2 2025
Added 223.7%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,037
shares
|
$512,739
0.03% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,628
shares
|
$460,792
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,561
shares
|
$452,282
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$450,885
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$418,751
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,261
shares
|
$414,179
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
|
$396,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,042
shares
|
$386,364
0.03% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,926
shares
|
$371,631
0.0% of portfolio
|
Q2 2025
Reduced 76.84%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,738
shares
|
$347,753
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,698
shares
|
$342,672
0.0% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
2,484
shares
|
$315,492
0.27% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,419
shares
|
$307,237
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,308
shares
|
$293,139
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,253
shares
|
$286,153
0.03% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
2,200
shares
|
$279,422
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$269,515
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,114
shares
|
$268,499
0.16% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,035
shares
|
$258,465
0.0% of portfolio
|
Q2 2025
Added 86.87%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
1,980
shares
|
$251,479
0.18% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,808
shares
|
$229,634
0.02% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,780
shares
|
$226,077
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|