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 |
---|---|---|---|---|---|
Compass Advisory Group LLC
|
Apr 30, 2024 Q1 2024 |
9,686
shares
|
$1.09 Million
0.78% of portfolio
|
Q1 2024
Added 0.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,394
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
8,748
shares
|
$985,112
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
8,188
shares
|
$922,050
0.14% of portfolio
|
Q1 2024
Added 11.28%
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
7,909
shares
|
$890,632
0.02% of portfolio
|
Q4 2022
Added 59.01%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,666
shares
|
$863,268
0.0% of portfolio
|
Q1 2024
Reduced 8.37%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2024 Q1 2024 |
6,875
shares
|
$774,193
0.58% of portfolio
|
Q1 2024
Added 0.16%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,213
shares
|
$699,645
0.0% of portfolio
|
Q1 2024
Added 29.92%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,061
shares
|
$682,529
0.01% of portfolio
|
Q1 2024
Reduced 25.17%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,046
shares
|
$680,840
0.0% of portfolio
|
Q1 2024
Added 133.62%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
5,870
shares
|
$661,020
0.01% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$633,994
0.26% of portfolio
|
Q3 2021
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
5,400
shares
|
$608,094
0.0% of portfolio
|
Q1 2024
Added 16.13%
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 07, 2024 Q1 2024 |
5,279
shares
|
$594,468
0.1% of portfolio
|
Q1 2024
Added 0.9%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
4,946
shares
|
$556,969
0.04% of portfolio
|
Q1 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
4,516
shares
|
$508,546
0.09% of portfolio
|
Q1 2024
Added 9.08%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
4,286
shares
|
$482,646
0.0% of portfolio
|
Q1 2024
Reduced 6.28%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
4,169
shares
|
$469,471
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 01, 2024 Q2 2024 |
4,111
shares
|
$462,939
0.06% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
4,027
shares
|
$453,480
0.04% of portfolio
|
Q1 2024
Reduced 10.51%
|
|
Etfidea, LLC
Syracuse, NY |
May 03, 2024 Q1 2024 |
3,833
shares
|
$431,634
0.16% of portfolio
|
Q1 2024
Reduced 25.65%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
3,778
shares
|
$425,440
0.0% of portfolio
|
Q1 2024
Reduced 11.25%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
3,572
shares
|
$402,242
0.0% of portfolio
|
Q1 2024
Added 43.45%
|
|
Hara Capital LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
3,305
shares
|
$372,176
0.24% of portfolio
|
Q1 2024
Added 20.84%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$371,275
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|