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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,231
shares
|
$662,035
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,343
shares
|
$549,650
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,248
shares
|
$537,626
0.03% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,628
shares
|
$459,159
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$449,288
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,342
shares
|
$422,963
0.03% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$417,268
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
3,261
shares
|
$412,712
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,155
shares
|
$399,296
0.0% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
3,119
shares
|
$394,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
2,738
shares
|
$346,521
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,698
shares
|
$341,458
0.0% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
2,492
shares
|
$315,387
0.26% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,419
shares
|
$306,148
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
2,200
shares
|
$278,432
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,125
shares
|
$268,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,114
shares
|
$267,547
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,114
shares
|
$267,547
0.16% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,096
shares
|
$265,269
0.0% of portfolio
|
Q3 2025
Reduced 28.37%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
2,082
shares
|
$263,497
0.03% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,010
shares
|
$254,385
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,981
shares
|
$250,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
1,980
shares
|
$250,588
0.18% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,808
shares
|
$228,820
0.02% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,780
shares
|
$225,276
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|
|