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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
534,554
shares
|
$65.3 Million
0.79% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
420,646
shares
|
$51.4 Million
10.14% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
267,415
shares
|
$32.6 Million
3.4% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
110,330
shares
|
$13.5 Million
9.58% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
83,967
shares
|
$10.3 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.7 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
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
66,277
shares
|
$8.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$7.3 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
57,961
shares
|
$7.08 Million
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
54,815
shares
|
$6.69 Million
2.22% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
51,107
shares
|
$6.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
50,084
shares
|
$6.11 Million
0.66% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.44 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
36,461
shares
|
$4.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
32,720
shares
|
$3.99 Million
1.52% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
27,658
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Added 91.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
26,706
shares
|
$3.26 Million
2.47% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,805
shares
|
$3.15 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25,741
shares
|
$3.14 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
21,900
shares
|
$2.67 Million
0.13% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,791
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 121.35%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
20,286
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
12,931
shares
|
$1.58 Million
0.36% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,900
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.85%
|