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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,089
shares
|
$129,819
0.0% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,047
shares
|
$124,812
0.0% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,034
shares
|
$123,263
0.08% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
815
shares
|
$97,156
0.01% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$65,207
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
546
shares
|
$65,088
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
404
shares
|
$48,160
0.02% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
353
shares
|
$42,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
306
shares
|
$36,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
168
shares
|
$20,027
0.01% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
150
shares
|
$17,881
0.0% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
107
shares
|
$12,755
0.0% of portfolio
|
Q2 2025
Added 27.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$11,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
70
shares
|
$8,344
0.0% of portfolio
|
Q2 2025
Added 268.42%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
65
shares
|
$7,748
0.0% of portfolio
|
Q2 2025
Reduced 51.85%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
54
shares
|
$6,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
42
shares
|
$5,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
28
shares
|
$3,337
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7
shares
|
$834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
6
shares
|
$715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|