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 $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
509,809
shares
|
$58.7 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
423,961
shares
|
$48.8 Million
9.65% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
260,250
shares
|
$30 Million
3.21% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
111,316
shares
|
$12.8 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
89,478
shares
|
$10.3 Million
0.09% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
72,058
shares
|
$8.3 Million
7.15% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.21 Million
5.95% of portfolio
|
Q3 2023
Added 25.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,698
shares
|
$7.68 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
63,843
shares
|
$7.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$6.89 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
59,341
shares
|
$6.84 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
55,542
shares
|
$6.4 Million
2.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
53,931
shares
|
$6.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
48,529
shares
|
$5.59 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
46,214
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Added 384.12%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.14 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40,439
shares
|
$4.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
35,976
shares
|
$4.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
29,178
shares
|
$3.36 Million
0.63% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
26,875
shares
|
$3.1 Million
2.36% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,083
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 783.32%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21,500
shares
|
$2.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
21,386
shares
|
$2.46 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
20,957
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
20,286
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 88.11%
|