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 105 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
506,824
shares
|
$64.1 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
449,856
shares
|
$56.9 Million
0.0% of portfolio
|
Q3 2025
Added 6034.68%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
427,773
shares
|
$54.1 Million
9.35% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
249,722
shares
|
$31.6 Million
2.91% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
Oct 28, 2025 Q3 2025 |
203,636
shares
|
$25.8 Million
11.91% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
164,670
shares
|
$20.8 Million
0.16% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
93,420
shares
|
$11.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
89,411
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
71,265
shares
|
$9.02 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
|
$8.44 Million
0.01% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
62,714
shares
|
$7.94 Million
6.1% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
57,350
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
49,193
shares
|
$6.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,574
shares
|
$5.64 Million
1.28% of portfolio
|
Q1 2023
Added 119.87%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
41,562
shares
|
$5.26 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
37,918
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,649
shares
|
$4.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,964
shares
|
$3.79 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
29,191
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.79%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
28,971
shares
|
$3.67 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,684
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,032
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
19,362
shares
|
$2.45 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
16,374
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
13,462
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.63%
|
|