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 97 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 $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
815
shares
|
$99,503
0.01% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
695
shares
|
$84,852
0.02% of portfolio
|
Q4 2024
Reduced 83.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$66,783
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
542
shares
|
$66,172
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
425
shares
|
$51,888
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
233
shares
|
$28,446
0.0% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
209
shares
|
$25,516
0.0% of portfolio
|
Q3 2023
Added 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
186
shares
|
$22,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
178
shares
|
$21,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
159
shares
|
$19,412
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
157
shares
|
$19,168
0.01% of portfolio
|
Q2 2024
Reduced 55.41%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$18,313
0.0% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
135
shares
|
$16,482
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
106
shares
|
$12,941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
100
shares
|
$12,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
89
shares
|
$10,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
84
shares
|
$10,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
54
shares
|
$6,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$5,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$3,418
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
25
shares
|
$3,052
0.0% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
6
shares
|
$732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|