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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,630
shares
|
$206,292
0.02% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,585
shares
|
$200,597
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,396
shares
|
$176,677
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,276
shares
|
$161,490
0.0% of portfolio
|
Q3 2025
Reduced 37.3%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,160
shares
|
$146,809
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
1,105
shares
|
$139,848
0.08% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
994
shares
|
$125,800
0.0% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
946
shares
|
$119,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
815
shares
|
$103,146
0.01% of portfolio
|
Q2 2023
Reduced 33.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
549
shares
|
$69,481
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
547
shares
|
$69,228
0.0% of portfolio
|
Q2 2021
Reduced 96.89%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
335
shares
|
$42,397
0.01% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
252
shares
|
$31,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
184
shares
|
$23,287
0.01% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$18,984
0.0% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
148
shares
|
$18,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
107
shares
|
$13,541
0.0% of portfolio
|
Q2 2025
Added 27.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
100
shares
|
$12,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
70
shares
|
$8,859
0.0% of portfolio
|
Q2 2025
Added 268.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65
shares
|
$8,226
0.0% of portfolio
|
Q2 2025
Reduced 51.85%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
54
shares
|
$6,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
46
shares
|
$5,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
31
shares
|
$3,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$3,543
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,265
0.0% of portfolio
|
Q3 2025
New holding
|
|