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 $280 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,261
shares
|
$362,851
0.0% of portfolio
|
Q3 2021
New holding
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
3,167
shares
|
$352,392
0.04% of portfolio
|
Q1 2024
Added 0.51%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
3,042
shares
|
$338,483
0.04% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
2,797
shares
|
$311,222
0.05% of portfolio
|
Q1 2024
Added 0.5%
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
2,779
shares
|
$309,219
0.21% of portfolio
|
Q1 2024
Reduced 25.38%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
2,600
shares
|
$289,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jun 13, 2024 Q1 2024 |
2,518
shares
|
$280,177
0.05% of portfolio
|
Q4 2023
Reduced 13.68%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
2,395
shares
|
$266,491
0.01% of portfolio
|
Q2 2022
New holding
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
2,329
shares
|
$259,147
0.01% of portfolio
|
Q1 2024
Added 0.52%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
2,275
shares
|
$253,139
0.2% of portfolio
|
Q1 2024
Added 18.49%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
2,235
shares
|
$248,688
0.22% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
Motive Wealth Advisors
|
May 06, 2024 Q1 2024 |
2,200
shares
|
$244,794
0.16% of portfolio
|
Q1 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
2,156
shares
|
$239,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
1,900
shares
|
$211,413
0.0% of portfolio
|
Q1 2024
Reduced 42.42%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
1,879
shares
|
$209,076
0.01% of portfolio
|
Q1 2024
Reduced 72.26%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,822
shares
|
$202,733
0.0% of portfolio
|
Q1 2024
New holding
|
|
Joel Isaacson & Co., LLC
|
Apr 29, 2024 Q1 2024 |
1,777
shares
|
$197,726
0.01% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,762
shares
|
$196,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
1,743
shares
|
$193,943
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
944
shares
|
$105,038
0.0% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
851
shares
|
$94,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
815
shares
|
$90,685
0.02% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
751
shares
|
$83,563
0.02% of portfolio
|
Q1 2024
New holding
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
569
shares
|
$63,312
0.01% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$60,864
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|