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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,393
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,856
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
8,829
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
8,215
shares
|
$973,148
0.55% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,967
shares
|
$825,310
0.0% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,922
shares
|
$819,980
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
6,897
shares
|
$817,018
0.55% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,889
shares
|
$816,070
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,724
shares
|
$796,525
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,475
shares
|
$767,028
0.0% of portfolio
|
Q3 2024
Reduced 68.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,202
shares
|
$734,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,086
shares
|
$720,947
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,755
shares
|
$681,737
0.0% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,720
shares
|
$677,591
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$666,929
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,539
shares
|
$656,149
0.05% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,229
shares
|
$619,427
0.1% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,875
shares
|
$577,492
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
4,849
shares
|
$574,412
0.37% of portfolio
|
Q2 2024
Added 74.49%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
4,304
shares
|
$509,851
0.05% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,297
shares
|
$509,022
0.15% of portfolio
|
Q3 2024
Added 24.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,955
shares
|
$468,509
0.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,844
shares
|
$455,360
0.0% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,778
shares
|
$447,541
0.0% of portfolio
|
Q1 2024
Reduced 11.25%
|