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 104 institutions that hold shares in the stock, with a total of 2.6 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,822
shares
|
$222,994
0.01% of portfolio
|
Q2 2024
Reduced 59.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,409
shares
|
$172,447
0.0% of portfolio
|
Q1 2025
Reduced 40.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,160
shares
|
$141,972
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,089
shares
|
$133,282
0.0% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,047
shares
|
$128,142
0.0% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
964
shares
|
$117,983
0.07% of portfolio
|
Q1 2025
Reduced 54.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
815
shares
|
$99,747
0.01% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$66,947
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
546
shares
|
$66,824
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
425
shares
|
$52,015
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
233
shares
|
$28,516
0.0% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
209
shares
|
$25,579
0.0% of portfolio
|
Q3 2023
Added 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
186
shares
|
$22,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
159
shares
|
$19,460
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
150
shares
|
$18,358
0.0% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
135
shares
|
$16,522
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
107
shares
|
$13,095
0.0% of portfolio
|
Q2 2025
Added 27.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$12,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
89
shares
|
$10,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
54
shares
|
$6,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
42
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
28
shares
|
$3,426
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
19
shares
|
$2,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$1,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
6
shares
|
$734
0.0% of portfolio
|
Q1 2024
New holding
|