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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,100
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
12,327
shares
|
$1.56 Million
0.86% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,440
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,660
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
10,248
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
9,950
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,181
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,147
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
8,986
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,609
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8,568
shares
|
$1.08 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
7,959
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
7,831
shares
|
$991,091
0.49% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
7,092
shares
|
$897,563
0.45% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,067
shares
|
$894,399
0.07% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,911
shares
|
$874,656
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,852
shares
|
$867,189
0.05% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
6,436
shares
|
$814,540
0.58% of portfolio
|
Q3 2025
Reduced 55.6%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,428
shares
|
$813,527
0.34% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,384
shares
|
$807,959
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,135
shares
|
$776,445
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,810
shares
|
$735,313
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,655
shares
|
$715,696
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,630
shares
|
$712,532
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,609
shares
|
$709,875
0.0% of portfolio
|
Q3 2025
Reduced 14.22%
|
|