Free Trial
→ Sell NVDA Now? (From Chaikin Analytics) (Ad) Free VFVA Stock Alerts

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

Vanguard U.S. Value Factor logo
$119.25
-0.22 (-0.18%)
(As of 11/1/2024 ET)
Compare

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)
$20.46M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$67.54M
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.

Skip Chart & View Institutional Buying and Selling Data

VFVA Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Leavell 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%
9/23/2024Centaurus 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%
7/29/2024 Hara 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%
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%
7/5/2024Stokes 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%
5/7/2024 Motive 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%
5/2/2024Smart 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%
4/29/2024RWA 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%
4/26/2024 JNBA Financial Advisors569$68K0.0%N/A0.009%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
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%
2/28/2024EP 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%
2/20/2024Pacific 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%
2/6/2024Smart 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%
1/30/2024Lam Group Inc.2,740$309K0.3%-26.3%0.051%
1/29/2024 Graypoint LLC4,500$507K0.0%-9.1%0.084%
1/29/2024Mosaic 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%
1/19/2024 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%
12/8/2023Etfidea LLC7,870$788K0.3%-2.7%0.147%
12/4/2023 WT 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%
11/13/2023Kestra Advisory Services LLC4,541$454K0.0%-3.0%0.085%
11/8/2023Milestone Advisory Partners71,265$7.13M4.6%+25.4%1.327%
11/6/2023Keystone 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%
11/1/2023Orion Portfolio Solutions LLC46,935$4.70M0.1%-48.3%0.874%
Sell NVDA Now? (Ad)

Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
10/30/2023 MorganRosel Wealth Management LLC60,095$6.01M2.5%+5.3%1.119%
10/26/2023 Chicago Partners Investment Group LLC2,454$234K0.0%N/A0.046%
10/24/2023 Compass Advisory Group LLC9,696$970K0.5%-1.8%0.181%
10/24/2023Raymond James Financial Services Advisors Inc.50,442$5.05M0.0%+6.4%0.939%
10/23/2023Commonwealth Equity Services LLC2,497$250K0.0%-6.3%0.046%
10/18/2023 UMB Bank n.a.56,926$5.70M0.1%-44.9%1.060%
10/18/2023Lam Group Inc.3,720$372K0.4%-5.7%0.069%
10/17/2023Armbruster Capital Management Inc.422,629$42.30M10.7%+1.0%7.870%
10/16/2023 Cassia Capital Partners LLC2,295$230K0.2%-12.2%0.043%
10/11/2023 Kathmere Capital Management LLC4,084$409K0.1%+65.2%0.076%
(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, 78 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 58 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), Andesa Financial Management Inc. ($38.79K), and Stokes Family Office LLC ($37.45K).

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

Institutional investors have bought a total of 815,137 shares in the last 24 months. This purchase volume represents approximately $82.61M in transactions.

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

Of the 49 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 ($395.04K), 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 ($69.47K).

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

Institutional investors have sold a total of 2,437,406 shares in the last 24 months. This volume of shares sold represents approximately $244.42M in transactions.


Related Companies

This page (BATS:VFVA) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Nvidia warning urgent
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Nothing can stop this gold rally
After what's felt like nearly a decade of disappointing gains, gold is stronger than ever and continues to hit...
Stansberry Research | Sponsored
Wall St. Legend: Millions of Americans About to Fall Out of the 1%
Wall Street insider reveals the financial tidal wave about to knock millions of Americans out of the One Perce...
InvestorPlace | Sponsored