Vanguard U.S. Value Factor (VFVA) Institutional Ownership $118.46 +1.12 (+0.96%) (As of 12/20/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)Number ofInstitutional Buyers(last 12 months)28TotalInstitutional Inflows(last 12 months)$18.55MNumber ofInstitutional Sellers(last 12 months)30TotalInstitutional Outflows(last 12 months)$26.50M Get VFVA Insider Trade Alerts Want to know when executives and insiders are buying or selling Vanguard U.S. Value Factor stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VFVA Institutional Buying and Selling by Quarter Ad Brownstone ResearchCould This Tiny Device Help You Make an Extra $30k a Year?I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more than $9 trillion. That’s nearly 10 times more money than the market caps of Tesla… SpaceX… PayPal… Neuralink… and X… COMBINED.Click here to see the details because I believe a lot of people will get rich. Vanguard U.S. Value Factor Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/19/2024 McIlrath & Eck LLC25,741$3.10M0.4%-1.4%0.427% 11/15/2024 Orion Portfolio Solutions LLC3,844$463K0.0%-12.1%0.064% 11/15/2024 National Bank of Canada FI1,159$140K0.0%+18.0%0.019% 11/15/2024 EP Wealth Advisors LLC37,639$4.54M0.0%-15.1%0.624% 11/15/2024 Quantinno Capital Management LP2,918$352K0.0%N/A0.048% 11/13/2024 D.A. Davidson & CO.5,720$689K0.0%-2.6%0.095% Get the Latest News and Ratings for VFVA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Vanguard U.S. Value Factor and its competitors with MarketBeat's FREE daily newsletter. 11/12/2024 Centaurus Financial Inc.5,539$668K0.0%+7.8%0.092% 11/12/2024 Cerity Partners LLC12,700$1.53M0.0%-9.6%0.211% 11/8/2024 Etfidea LLC3,550$428K0.1%-7.0%0.059% 11/7/2024 Fortis Advisors LLC26,122$3.15M2.0%-53.2%0.433% 11/1/2024 Leavell Investment Management Inc.21,750$2.62M0.1%+314.3%0.361% 10/31/2024 Western Pacific Wealth Management LP1,065$128K0.1%N/A0.018% 10/31/2024 Graypoint LLC2,504$302K0.0%-4.8%0.042% 10/30/2024 Milestone Investment Advisors LLC4,297$518K0.1%+24.1%0.071% 10/24/2024 Sterling 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% 10/18/2024Lam Group Inc.2,000$241K0.2%-10.3%0.033% 10/10/2024 MorganRosel 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% 10/8/2024 Anderson Hoagland & Co.265,107$31.96M3.3%+0.5%4.396% 9/23/2024 Centaurus Financial Inc.5,137$581K0.0%+3.9%0.085% 8/19/2024 EP Wealth Advisors LLC44,308$5.01M0.1%-4.0%0.735% 8/16/2024 NewEdge 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% 8/12/2024 Mercer 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% 7/29/2024 Hara Capital LLC3,205$362K0.2%-3.0%0.053% 7/29/2024 Armbruster 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% 7/26/2024 Sterling 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% 7/15/2024 MorganRosel Wealth Management LLC59,295$6.70M2.4%+5.7%0.983% 7/10/2024 Anderson Hoagland & Co.263,708$29.36M3.1%+1.3%4.373% 7/5/2024 Stokes Family Office LLC46,784$5.29M0.6%+7.1%0.776% 5/15/2024CoreFirst Bank & Trust2,779$332K0.2%-25.4%0.046% 5/14/2024 EP Wealth Advisors LLC46,169$5.51M0.1%+0.2%0.766% 2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.Click here to see Dan's full warning to the public.5/9/2024 Orion Portfolio Solutions LLC35,754$4.27M0.0%-39.9%0.593% 5/7/2024 Motive Wealth Advisors2,200$263K0.2%N/A0.036% 5/7/2024 Stokes Family Office LLC43,683$5.21M0.7%+12.4%0.724% 5/3/2024 Etfidea 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% 4/30/2024 Private Advisor Group LLC6,061$723K0.0%-25.2%0.101% 4/29/2024 RWA 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% 4/26/2024 JNBA Financial Advisors569$68K0.0%N/A0.009% 4/23/2024Raymond James Financial Services Advisors Inc.44,157$5.27M0.0%+5.1%0.732% 4/18/2024 MorganRosel Wealth Management LLC56,095$6.69M2.4%+0.7%0.930% 4/17/2024 Trilogy 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% 4/12/2024 Anderson 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% 4/5/2024Lam Group Inc.2,235$267K0.2%-18.4%0.042% 4/2/2024 Symmetry Partners LLC176,694$21.09M1.7%-8.9%3.290% 3/18/2024CoreFirst Bank & Trust3,724$420K0.3%N/A0.069% 2/28/2024 EP Wealth Advisors LLC46,069$5.19M0.1%-0.2%0.858% 2/23/2024 Chicago Partners Investment Group LLC2,317$257K0.0%-5.6%0.043% 2/20/2024 Pacific Center for Financial Services537$60K0.0%-99.1%0.010% 2/14/2024 Visionary Wealth Advisors14,766$1.66M0.1%-14.7%0.275% 2/9/2024 Orion Portfolio Solutions LLC59,465$6.68M0.1%+26.7%1.107% 2/9/2024 Keystone Financial Group7,358$829K0.1%+10.5%0.137% 2/6/2024 Stokes 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% 2/6/2024 McIlrath & Eck LLC26,625$3M0.5%+5.4%0.496% 2/1/2024 RWA Wealth Partners LLC617,620$69.59M1.0%-1.4%11.501% 2/1/2024 Armbruster Capital Management Inc.429,032$48.34M11.0%+1.5%7.989% 1/30/2024Lam Group Inc.2,740$309K0.3%-26.3%0.051% 1/29/2024 Graypoint LLC4,500$507K0.0%-9.1%0.084% 1/29/2024 Mosaic Family Wealth Partners LLC2,518$284K0.0%-13.7%0.047% 1/26/2024 Cerity Partners LLC14,198$1.60M0.0%+21.0%0.264% 1/24/2024Compass Ion Advisors LLC2,783$314K0.0%-6.0%0.052% 1/23/2024 Etfidea 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% 1/19/2024 MorganRosel Wealth Management LLC55,724$6.28M2.4%-7.3%1.038% 1/17/2024 Anderson 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% 1/12/2024 Trilogy Capital Inc.6,774$763K0.0%N/A0.126% 1/2/2024 Symmetry Partners LLC193,944$22.00M1.2%-6.0%3.612% 12/8/2023 Etfidea LLC7,870$788K0.3%-2.7%0.147% 12/4/2023 WT Wealth Management8,119$813K0.3%-12.0%0.151% 11/24/2023 EP Wealth Advisors LLC46,162$4.62M0.1%-89.4%0.860% 11/16/2023 McIlrath & Eck LLC25,267$2.53M0.5%-2.6%0.471% 11/16/2023 Pacific Center for Financial Services57,505$5.76M2.0%-4.5%1.071% 11/15/2023 Mercer Global Advisors Inc. ADV21,915$2.19M0.0%-64.5%0.408% 11/14/2023 Parkside Financial Bank & Trust1,743$174K0.0%-20.6%0.032% This is the worst sign for the U.S. stock market in 50 years (Ad)The Dow recently posted its worst losing streak since 1974. And one of America's most accurate analysts now says this is just the beginning of a new crisis that could be worse than the COVID crash, the dot-com crash, and even the Great Depression. Introducing "The Dead Zone" Click here to see Dan's new, urgent warning about the U.S. market for 2025.11/13/2023 Visionary Wealth Advisors17,307$1.73M0.1%-4.9%0.322% 11/13/2023 LPL Financial LLC45,577$4.56M0.0%-21.4%0.849% 11/13/2023 Stokes Family Office LLC38,744$3.88M0.5%+15.0%0.721% 11/13/2023 Kestra Advisory Services LLC4,541$454K0.0%-3.0%0.085% 11/8/2023Milestone Advisory Partners71,265$7.13M4.6%+25.4%1.327% 11/6/2023 Keystone Financial Group6,658$666K0.1%+4.6%0.124% 11/3/2023 Sovereign Financial Group Inc.11,973$1.20M0.4%-34.2%0.223% 11/3/2023 Private Advisor Group LLC8,100$811K0.0%+76.1%0.151% 11/3/2023Compass Ion Advisors LLC2,961$296K0.1%-35.1%0.055% 11/1/2023 Orion Portfolio Solutions LLC46,935$4.70M0.1%-48.3%0.874% (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. ($31.96M), 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 57 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), MorganRosel Wealth Management LLC ($40.64K), Stokes Family Office LLC ($37.45K), and Anderson Hoagland & Co. ($33.94K). How much institutional buying is happening at Vanguard U.S. Value Factor? Institutional investors have bought a total of 795,790 shares in the last 24 months. This purchase volume represents approximately $81.05M 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: Adviser Investments LLC ($1.09M), EP Wealth Advisors LLC ($399.56K), Smart Money Group LLC ($194.69K), Symmetry Partners LLC ($123.41K), UMB Bank n.a. ($109.17K), Cassia Capital Partners LLC ($87.61K), and Orion Portfolio Solutions LLC ($70.00K). How much institutional selling is happening at Vanguard U.S. Value Factor? Institutional investors have sold a total of 2,470,903 shares in the last 24 months. This volume of shares sold represents approximately $248.64M in transactions. 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