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 89 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,690
shares
|
$439,073
0.0% of portfolio
|
Q3 2024
Reduced 31.67%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$422,414
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,297
shares
|
$392,310
0.0% of portfolio
|
Q3 2022
Reduced 43.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$388,026
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,129
shares
|
$372,319
0.23% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,042
shares
|
$361,967
0.04% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,918
shares
|
$347,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,596
shares
|
$308,898
0.04% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
2,504
shares
|
$297,950
0.02% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
2,200
shares
|
$261,778
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$256,304
0.04% of portfolio
|
Q2 2024
Reduced 14.46%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
2,111
shares
|
$251,187
0.17% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$237,980
0.19% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,822
shares
|
$216,799
0.01% of portfolio
|
Q2 2024
Reduced 59.65%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,743
shares
|
$207,399
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,696
shares
|
$201,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
1,693
shares
|
$201,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,159
shares
|
$137,909
0.0% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,065
shares
|
$126,724
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
815
shares
|
$96,976
0.01% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$65,087
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
542
shares
|
$64,492
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
459
shares
|
$54,616
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
425
shares
|
$50,570
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
233
shares
|
$27,724
0.0% of portfolio
|
Q3 2024
Reduced 16.19%
|