Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy VFVA Stock  Free VFVA Stock Alerts

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

Vanguard U.S. Value Factor logo
$103.28 -16.76 (-13.96%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$103.27 -0.01 (0.00%)
As of 04/17/2025 05:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$49.53M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$24.40M
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
4/17/2025 Fortis Advisors LLC26,875$3.06M2.0%+0.6%0.406%
4/16/2025 Armbruster Capital Management Inc.423,961$48.33M9.6%+0.8%6.404%
4/15/2025 Rockingstone Advisors LLC6,148$701K0.3%-19.7%0.093%
4/14/2025 UMB Bank n.a.53,931$6.15M0.1%-7.0%0.815%
4/9/2025 Anderson Hoagland & Co.260,250$29.67M3.7%-2.7%3.931%
3/14/2025Hara Capital LLC2,116$250K0.2%-32.4%0.031%
3/12/2025Northstar Financial Companies Inc.1,702$201K0.2%N/A0.025%
3/12/2025Centaurus Financial Inc.5,692$674K0.0%+2.8%0.083%
2/18/2025McIlrath & Eck LLC22,539$2.67M0.3%-12.4%0.374%
2/17/2025Two Sigma Investments LP12,900$1.53M0.0%-34.8%0.214%
2/17/2025Quantinno Capital Management LP2,163$256K0.0%-25.9%0.036%
2/17/2025EP Wealth Advisors LLC36,461$4.32M0.0%-3.1%0.605%
2/14/2025Mercer Global Advisors Inc. ADV5,556$658K0.0%-19.3%0.092%
2/14/2025Jane Street Group LLC4,110$487K0.0%N/A0.068%
2/14/2025Long Island Wealth Management Inc.7,120$843K0.5%+3.2%0.118%
2/14/2025Tower Research Capital LLC TRC 2,365$280K0.0%N/A0.039%
2/13/2025NewEdge Advisors LLC51,107$6.05M0.0%-0.8%0.848%
2/13/2025Keystone Financial Group8,019$949K0.1%N/A0.133%
2/13/2025Raymond James Financial Inc.66,277$7.85M0.0%N/A1.099%
2/13/2025Envestnet Asset Management Inc.6,124$725K0.0%-12.1%0.102%
2/12/2025Milestone Investment Advisors LLC695$82K0.0%-83.8%0.012%
2/12/2025RWA Wealth Partners LLC534,554$63.28M0.8%-11.0%8.865%
2/12/2025Orion Portfolio Solutions LLC3,606$427K0.0%-6.2%0.060%
2/12/2025Financial Engines Advisors L.L.C.27,658$3.27M0.0%+91.0%0.459%
2/11/2025CoreFirst Bank & Trust8,144$964K0.6%N/A0.135%
2/11/2025LPL Financial LLC9,546$1.13M0.0%+7.8%0.158%
2/11/2025Stokes Family Office LLC50,084$5.93M0.6%+1.5%0.831%
2/10/2025Commonwealth Equity Services LLC9,449$1.12M0.0%+64.2%0.157%
2/10/2025Parkworth Wealth Management Inc.8,487$1.01M0.8%N/A0.141%
2/7/2025Sequoia Financial Advisors LLC83,967$9.94M0.1%N/A1.392%
2/6/2025Raymond James Financial Inc.66,277$7.85M0.0%N/A1.099%
2/5/2025Parkside Financial Bank & Trust2,487$294K0.0%+42.7%0.041%
2/4/2025MorganRosel Wealth Management LLC54,815$6.49M2.1%-4.9%0.909%
1/31/2025Hara Capital LLC2,656$314K0.2%-15.1%0.044%
1/29/2025Leavell Investment Management Inc.21,900$2.59M0.1%+0.7%0.363%
1/29/2025Essex Financial Services Inc.2,168$257K0.0%+28.1%0.036%
1/24/2025Sterling Manor Financial LLC110,330$13.06M9.1%-2.4%1.830%
1/22/2025Lebenthal Global Advisors LLC25,805$3.06M0.6%N/A0.428%
1/22/2025 Armbruster Capital Management Inc.420,646$49.80M10.1%+0.9%6.976%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,119$369K0.0%N/A0.052%
[Action Required] Claim Your FREE IRS Loophole Guide (Ad)

This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the biggest "dollar reset" since 1971.

So claim your FREE copy of this 2025 Gold Guide to learn more.
1/21/2025 Anderson 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%
1/14/2025Kathmere Capital Management LLC4,427$524K0.0%+2.9%0.073%
1/14/2025 Fortis Advisors LLC26,706$3.16M2.1%+2.2%0.443%
1/10/2025Graypoint 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%
10/31/2024 Western Pacific Wealth Management LP1,065$128K0.1%N/A0.018%
10/31/2024Graypoint 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%
10/8/2024 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%
8/16/2024Kathmere Capital Management LLC4,251$481K0.1%+2.3%0.070%
8/12/2024Mercer Global Advisors Inc. ADV7,099$803K0.0%-7.4%0.118%
7/31/2024Graypoint 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%
7/29/2024 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%
7/26/2024Sterling 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%
7/10/2024 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%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
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%
5/2/2024Graypoint 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%
(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 ($63.28M), Adviser Investments LLC ($62.71M), Armbruster Capital Management Inc. ($48.33M), Anderson Hoagland & Co. ($29.67M), Symmetry Partners LLC ($21.09M), Sterling Manor Financial LLC ($13.06M), 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 54 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: Raymond James Financial Inc. ($132.55K), Sequoia Financial Advisors LLC ($83.97K), NewEdge Advisors LLC ($63.54K), Stokes Family Office LLC ($38.18K), LPL Financial LLC ($29.80K), Lebenthal Global Advisors LLC ($25.81K), 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 640,927 shares in the last 24 months. This purchase volume represents approximately $71.73M 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: EP Wealth Advisors LLC ($400.74K), Smart Money Group LLC ($194.69K), Cassia Capital Partners LLC ($87.61K), RWA Wealth Partners LLC ($77.79K), Anderson Hoagland & Co. ($75.93K), Orion Portfolio Solutions LLC ($70.24K), and UMB Bank n.a. ($67.36K).

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

Institutional investors have sold a total of 1,391,066 shares in the last 24 months. This volume of shares sold represents approximately $144.25M in transactions.


Related Companies

This page (BATS:VFVA) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored