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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
209
shares
|
$24,758
0.0% of portfolio
|
Q3 2023
Added 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
186
shares
|
$22,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
178
shares
|
$21,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
158
shares
|
$18,716
0.01% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
157
shares
|
$18,598
0.01% of portfolio
|
Q2 2024
Reduced 55.41%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$17,769
0.0% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
135
shares
|
$15,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
120
shares
|
$14,215
0.0% of portfolio
|
Q3 2024
Reduced 52.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$11,846
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
54
shares
|
$6,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$3,316
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
6
shares
|
$710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|