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 90 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
614,512
shares
|
$69.2 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
428,715
shares
|
$48.3 Million
10.89% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
260,245
shares
|
$29.3 Million
3.47% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Symmetry Partners, LLC
|
Apr 02, 2024 Q1 2024 |
176,694
shares
|
$19.9 Million
1.65% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Sterling Manor Financial, LLC
|
Apr 23, 2024 Q1 2024 |
129,483
shares
|
$14.6 Million
11.95% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.03 Million
5.95% of portfolio
|
Q3 2023
Added 25.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$6.74 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
58,341
shares
|
$6.57 Million
0.11% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
56,260
shares
|
$6.34 Million
5.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
56,095
shares
|
$6.32 Million
2.5% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
46,169
shares
|
$5.2 Million
0.07% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.02 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
44,157
shares
|
$4.97 Million
0.01% of portfolio
|
Q1 2024
Added 5.09%
|
|
|
Stokes Family Office, LLC
|
May 06, 2024 Q1 2024 |
43,683
shares
|
$4.92 Million
0.66% of portfolio
|
Q1 2024
Added 12.39%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
35,779
shares
|
$4.03 Million
0.0% of portfolio
|
Q1 2024
Added 213.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
35,754
shares
|
$4.03 Million
0.05% of portfolio
|
Q1 2024
Reduced 39.87%
|
|
|
Smart Money Group LLC
|
May 02, 2024 Q1 2024 |
33,194
shares
|
$3.74 Million
1.67% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
26,428
shares
|
$2.98 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Soundmark Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
20,676
shares
|
$2.33 Million
1.09% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
14,507
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
13,438
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2024
Reduced 8.99%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
12,009
shares
|
$1.35 Million
0.38% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
11,993
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,880
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 5.06%
|
|