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 89 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
600,306
shares
|
$71.1 Million
0.91% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
417,017
shares
|
$49.4 Million
10.05% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
265,107
shares
|
$31.4 Million
3.31% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
113,025
shares
|
$13.4 Million
9.69% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$8.44 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
|
$7.9 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$7.09 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
57,677
shares
|
$6.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
57,634
shares
|
$6.83 Million
2.39% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,513
shares
|
$6.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
49,357
shares
|
$5.85 Million
0.67% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.28 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
37,639
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
32,701
shares
|
$3.87 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
26,122
shares
|
$3.09 Million
2.42% of portfolio
|
Q2 2024
Added 113.77%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25,741
shares
|
$3.05 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
21,750
shares
|
$2.58 Million
0.13% of portfolio
|
Q3 2024
Added 314.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
14,481
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
12,849
shares
|
$1.52 Million
0.37% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,700
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,115
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
11,709
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
11,350
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,784
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|