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Vanguard U.S. Value Factor (VFVA) Institutional Ownership

Vanguard U.S. Value Factor logo
$123.99 +3.96 (+3.30%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$18.20M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$24.11M
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VFVA Institutional Buying and Selling by Quarter

Vanguard U.S. Value Factor Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Anderson Hoagland & Co.267,415$32.83M3.4%+0.9%4.435%
1/16/2025 UMB Bank n.a.57,961$6.86M0.1%+0.5%0.961%
1/14/2025 Rockingstone Advisors LLC7,653$906K0.4%-32.6%0.127%
1/14/2025 Kathmere Capital Management LLC4,427$524K0.0%+2.9%0.073%
1/14/2025 Fortis Advisors LLC26,706$3.16M2.1%+2.2%0.443%
1/10/2025 Graypoint LLC2,419$286K0.0%-3.4%0.040%
1/10/2025 Wealth Enhancement Advisory Services LLC6,415$773K0.0%+73.8%0.106%
11/19/2024McIlrath & Eck LLC25,741$3.10M0.4%-1.4%0.427%
11/15/2024Orion Portfolio Solutions LLC3,844$463K0.0%-12.1%0.064%
11/15/2024National Bank of Canada FI1,159$140K0.0%+18.0%0.019%
11/15/2024EP Wealth Advisors LLC37,639$4.54M0.0%-15.1%0.624%
11/15/2024Quantinno Capital Management LP2,918$352K0.0%N/A0.048%
11/13/2024D.A. Davidson & CO.5,720$689K0.0%-2.6%0.095%
11/12/2024Centaurus Financial Inc.5,539$668K0.0%+7.8%0.092%
11/12/2024Cerity Partners LLC12,700$1.53M0.0%-9.6%0.211%
11/8/2024Etfidea LLC3,550$428K0.1%-7.0%0.059%
11/7/2024 Fortis Advisors LLC26,122$3.15M2.0%-53.2%0.433%
11/1/2024Leavell Investment Management Inc.21,750$2.62M0.1%+314.3%0.361%
10/31/2024Western Pacific Wealth Management LP1,065$128K0.1%N/A0.018%
10/31/2024 Graypoint LLC2,504$302K0.0%-4.8%0.042%
10/30/2024Milestone Investment Advisors LLC4,297$518K0.1%+24.1%0.071%
10/24/2024Sterling Manor Financial LLC113,025$13.62M9.2%-1.6%1.874%
10/24/2024 Wealth Enhancement Advisory Services LLC3,690$445K0.0%-31.7%0.061%
10/19/2024Compass Ion Advisors LLC2,596$313K0.0%-7.2%0.043%
10/18/2024 Lam Group Inc.2,000$241K0.2%-10.3%0.033%
10/10/2024MorganRosel Wealth Management LLC57,634$6.95M2.3%-2.8%0.956%
10/9/2024 UMB Bank n.a.57,677$6.95M0.1%-1.9%0.957%
10/8/2024 Sovereign Financial Group Inc.12,849$1.55M0.4%+8.3%0.213%
10/8/2024 Rockingstone Advisors LLC11,350$1.37M0.7%+1.1%0.188%
10/8/2024Anderson Hoagland & Co.265,107$31.96M3.3%+0.5%4.396%
9/23/2024Centaurus Financial Inc.5,137$581K0.0%+3.9%0.085%
8/19/2024EP Wealth Advisors LLC44,308$5.01M0.1%-4.0%0.735%
8/16/2024NewEdge Advisors LLC65,305$7.38M0.1%+3,606.3%1.083%
8/16/2024 Kathmere Capital Management LLC4,251$481K0.1%+2.3%0.070%
8/12/2024Mercer Global Advisors Inc. ADV7,099$803K0.0%-7.4%0.118%
7/31/2024 Graypoint LLC2,630$297K0.0%-34.7%0.044%
7/31/2024Commonwealth Equity Services LLC5,390$610K0.0%+50.9%0.089%
7/29/2024Hara Capital LLC3,205$362K0.2%-3.0%0.053%
7/29/2024Armbruster Capital Management Inc.426,742$48.25M10.0%-0.5%7.077%
7/29/2024 UMB Bank n.a.58,774$6.65M0.1%+0.7%0.975%
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7/26/2024Sterling Manor Financial LLC114,855$12.99M9.9%-11.3%1.905%
7/17/2024 Rockingstone Advisors LLC11,225$1.27M0.7%-1.6%0.186%
7/15/2024MorganRosel Wealth Management LLC59,295$6.70M2.4%+5.7%0.983%
7/10/2024Anderson Hoagland & Co.263,708$29.36M3.1%+1.3%4.373%
7/5/2024Stokes Family Office LLC46,784$5.29M0.6%+7.1%0.776%
5/15/2024CoreFirst Bank & Trust2,779$332K0.2%-25.4%0.046%
5/14/2024EP Wealth Advisors LLC46,169$5.51M0.1%+0.2%0.766%
5/9/2024Orion Portfolio Solutions LLC35,754$4.27M0.0%-39.9%0.593%
5/7/2024Motive Wealth Advisors2,200$263K0.2%N/A0.036%
5/7/2024Stokes Family Office LLC43,683$5.21M0.7%+12.4%0.724%
5/3/2024Etfidea LLC3,833$457K0.2%-25.6%0.064%
5/2/2024 Smart Money Group LLC33,194$3.73M1.5%-2.9%0.550%
5/2/2024 Graypoint LLC4,027$481K0.0%-10.5%0.067%
4/30/2024Private Advisor Group LLC6,061$723K0.0%-25.2%0.101%
4/29/2024RWA Wealth Partners LLC614,512$73.34M1.0%-0.5%10.191%
4/26/2024 UMB Bank n.a.58,341$6.96M0.1%+2.0%0.968%
4/26/2024JNBA Financial Advisors569$68K0.0%N/A0.009%
4/23/2024Raymond James Financial Services Advisors Inc.44,157$5.27M0.0%+5.1%0.732%
4/18/2024MorganRosel Wealth Management LLC56,095$6.69M2.4%+0.7%0.930%
4/17/2024Trilogy Capital Inc.1,879$224K0.0%-72.3%0.031%
4/16/2024 Wealth Enhancement Advisory Services LLC5,400$644K0.0%+16.1%0.090%
4/12/2024Anderson Hoagland & Co.260,245$29.89M3.3%+4.0%4.846%
4/11/2024Soundmark Wealth Management LLC20,676$2.47M1.1%-24.2%0.385%
4/5/2024 Lam Group Inc.2,235$267K0.2%-18.4%0.042%
4/2/2024Symmetry Partners LLC176,694$21.09M1.7%-8.9%3.290%
3/18/2024CoreFirst Bank & Trust3,724$420K0.3%N/A0.069%
2/28/2024EP Wealth Advisors LLC46,069$5.19M0.1%-0.2%0.858%
2/23/2024Chicago Partners Investment Group LLC2,317$257K0.0%-5.6%0.043%
2/20/2024Pacific Center for Financial Services537$60K0.0%-99.1%0.010%
2/14/2024Visionary Wealth Advisors14,766$1.66M0.1%-14.7%0.275%
2/9/2024Orion Portfolio Solutions LLC59,465$6.68M0.1%+26.7%1.107%
2/9/2024Keystone Financial Group7,358$829K0.1%+10.5%0.137%
2/6/2024Stokes Family Office LLC38,868$4.38M0.6%+0.3%0.724%
2/6/2024 Smart Money Group LLC34,175$3.85M1.7%-3.4%0.636%
2/6/2024McIlrath & Eck LLC26,625$3M0.5%+5.4%0.496%
2/1/2024RWA Wealth Partners LLC617,620$69.59M1.0%-1.4%11.501%
2/1/2024Armbruster Capital Management Inc.429,032$48.34M11.0%+1.5%7.989%
1/30/2024 Lam Group Inc.2,740$309K0.3%-26.3%0.051%
1/29/2024 Graypoint LLC4,500$507K0.0%-9.1%0.084%
1/29/2024Mosaic Family Wealth Partners LLC2,518$284K0.0%-13.7%0.047%
1/26/2024Cerity Partners LLC14,198$1.60M0.0%+21.0%0.264%
1/24/2024Compass Ion Advisors LLC2,783$314K0.0%-6.0%0.052%
1/23/2024Etfidea LLC5,155$581K0.2%-34.5%0.096%
1/23/2024 UMB Bank n.a.57,187$6.44M0.1%+0.5%1.065%
1/22/2024 Melfa Wealth Management LLC1,920$216K0.2%N/A0.036%
1/19/2024MorganRosel Wealth Management LLC55,724$6.28M2.4%-7.3%1.038%
1/17/2024Anderson Hoagland & Co.250,128$27.25M3.4%+1.1%4.658%
1/16/2024Raymond James Financial Services Advisors Inc.42,020$4.73M0.0%-16.7%0.782%
1/12/2024Trilogy Capital Inc.6,774$763K0.0%N/A0.126%
1/2/2024Symmetry Partners LLC193,944$22.00M1.2%-6.0%3.612%
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12/8/2023Etfidea LLC7,870$788K0.3%-2.7%0.147%
12/4/2023WT Wealth Management8,119$813K0.3%-12.0%0.151%
11/24/2023EP Wealth Advisors LLC46,162$4.62M0.1%-89.4%0.860%
11/16/2023McIlrath & Eck LLC25,267$2.53M0.5%-2.6%0.471%
11/16/2023Pacific Center for Financial Services57,505$5.76M2.0%-4.5%1.071%
11/15/2023Mercer Global Advisors Inc. ADV21,915$2.19M0.0%-64.5%0.408%
11/14/2023Parkside Financial Bank & Trust1,743$174K0.0%-20.6%0.032%
11/13/2023Visionary Wealth Advisors17,307$1.73M0.1%-4.9%0.322%
11/13/2023LPL Financial LLC45,577$4.56M0.0%-21.4%0.849%
11/13/2023Stokes Family Office LLC38,744$3.88M0.5%+15.0%0.721%
(Data available from 1/1/2016 forward)

VFVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFVA shares?

During the previous two years, 76 institutional investors and hedge funds held shares of Vanguard U.S. Value Factor. The most heavily invested institutionals were RWA Wealth Partners LLC ($73.34M), Adviser Investments LLC ($62.71M), Armbruster Capital Management Inc. ($48.25M), Anderson Hoagland & Co. ($32.83M), Symmetry Partners LLC ($21.09M), Sterling Manor Financial LLC ($13.62M), and Great Lakes Retirement Inc. ($9.94M).Learn more on VFVA's institutional investors.

Which institutional investors have been buying Vanguard U.S. Value Factor stock?

Of the 56 institutional investors that purchased Vanguard U.S. Value Factor stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smart Money Group LLC ($230.34K), Great Lakes Retirement Inc. ($111.14K), NewEdge Advisors LLC ($63.54K), LPL Financial LLC ($40.90K), Stokes Family Office LLC ($37.45K), Anderson Hoagland & Co. ($26.52K), and Andesa Financial Management Inc. ($24.30K).

How much institutional buying is happening at Vanguard U.S. Value Factor?

Institutional investors have bought a total of 756,881 shares in the last 24 months. This purchase volume represents approximately $77.32M in transactions.

Which Vanguard U.S. Value Factor major shareholders have been selling company stock?

Of the 48 institutional investors that sold Vanguard U.S. Value Factor stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($399.56K), Smart Money Group LLC ($194.69K), Symmetry Partners LLC ($123.41K), Cassia Capital Partners LLC ($87.61K), UMB Bank n.a. ($76.93K), Orion Portfolio Solutions LLC ($70.00K), and Anderson Hoagland & Co. ($68.77K).

How much institutional selling is happening at Vanguard U.S. Value Factor?

Institutional investors have sold a total of 1,380,366 shares in the last 24 months. This volume of shares sold represents approximately $141.11M in transactions.


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This page (BATS:VFVA) was last updated on 1/22/2025 by MarketBeat.com Staff
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