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 101 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
534,554
shares
|
$57.5 Million
0.79% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
423,961
shares
|
$45.6 Million
9.65% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
260,250
shares
|
$28 Million
3.21% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
89,478
shares
|
$9.62 Million
0.09% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
72,058
shares
|
$7.75 Million
7.15% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$7.66 Million
5.95% of portfolio
|
Q3 2023
Added 25.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,698
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
66,277
shares
|
$7.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
59,820
shares
|
$6.43 Million
0.12% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
55,542
shares
|
$5.97 Million
2.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
53,931
shares
|
$5.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
51,107
shares
|
$5.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
50,084
shares
|
$5.38 Million
0.66% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
46,214
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Added 384.12%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$4.79 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
36,461
shares
|
$3.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
27,658
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Added 91.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
26,875
shares
|
$2.89 Million
2.36% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,805
shares
|
$2.77 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
22,539
shares
|
$2.42 Million
0.47% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21,500
shares
|
$2.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,791
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 121.35%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
20,286
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
12,988
shares
|
$1.4 Million
0.35% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,900
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.85%
|