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

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$115.37
+0.28 (+0.24%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$18.25M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$111.09M
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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
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%
4/23/2024 Raymond 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%
4/11/2024 Soundmark 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%
4/2/2024 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%
2/6/2024 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%
2/6/2024McIlrath & 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%
1/30/2024 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%
1/24/2024 Compass 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%
1/16/2024 Raymond James Financial Services Advisors Inc.42,020$4.73M0.0%-16.7%0.782%
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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%
12/4/2023WT 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%
11/14/2023 Parkside 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%
11/13/2023 Stokes 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%
11/3/2023 Compass Ion Advisors LLC2,961$296K0.1%-35.1%0.055%
11/1/2023Orion Portfolio Solutions LLC46,935$4.70M0.1%-48.3%0.874%
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%
10/24/2023 Raymond 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%
10/18/2023 Lam Group Inc.3,720$372K0.4%-5.7%0.069%
10/17/2023 Armbruster 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%
10/11/2023Kathmere Capital Management LLC4,084$409K0.1%+65.2%0.076%
10/11/2023 Adviser Investments LLC626,550$62.71M1.4%-1.5%11.668%
10/11/2023 Soundmark Wealth Management LLC28,754$2.88M1.6%-12.3%0.535%
10/10/2023 Anderson Hoagland & Co.247,489$24.77M3.3%-21.3%4.609%
10/10/2023 Symmetry Partners LLC206,355$20.65M1.1%-7.4%3.843%
8/14/2023Orion Portfolio Solutions LLC42,247$9.05M0.1%-4.4%0.787%
8/14/2023Cerity Partners LLC13,530$1.35M0.0%+214.3%0.252%
8/11/2023Visionary Wealth Advisors18,201$1.81M0.1%+1.2%0.339%
8/10/2023Pacific Center for Financial Services60,218$6.00M2.0%-1.6%1.121%
8/9/2023Flow Traders U.S. LLC11,886$1.18M0.1%N/A0.221%
8/7/2023Keystone Financial Group6,367$635K0.1%N/A0.119%
8/7/2023McIlrath & Eck LLC25,931$2.58M0.5%-3.7%0.483%
8/4/2023 MorganRosel Wealth Management LLC57,058$5.69M2.3%-14.8%1.063%
8/4/2023 Adviser Investments LLC636,006$63.38M1.4%-4.4%11.844%
8/3/2023 Armbruster Capital Management Inc.418,562$41.71M10.3%-0.8%6.751%
7/31/2023LPL Financial LLC57,963$5.78M0.0%+0.3%0.935%
7/31/2023 Sovereign Financial Group Inc.18,206$1.81M0.6%+2.6%0.294%
7/25/2023 Raymond James Financial Services Advisors Inc.47,430$4.73M0.0%-1.3%0.765%
7/25/2023 Smart Money Group LLC37,839$3.77M1.8%-76.1%0.610%
7/25/2023WT Wealth Management9,228$920K0.4%-9.5%0.149%
7/25/2023 UMB Bank n.a.103,330$10.30M0.2%-13.3%1.667%
7/20/2023 Cassia Capital Partners LLC2,614$260K0.2%-97.1%0.042%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
7/14/2023 Soundmark Wealth Management LLC32,784$3.27M1.8%-8.4%0.529%
7/13/2023Milestone Advisory Partners56,813$5.66M5.1%+1.6%0.916%
7/13/2023 Cambridge Investment Research Advisors Inc.3,691$368K0.0%N/A0.060%
7/12/2023 WBH Advisory Inc.3,111$310K0.0%-25.4%0.050%
7/12/2023 Etfidea LLC8,090$806K0.3%-22.1%0.130%
7/11/2023Kathmere Capital Management LLC2,472$246K0.0%N/A0.040%
7/7/2023 Anderson Hoagland & Co.314,552$31.35M4.0%-0.5%5.073%
7/5/2023 Symmetry Partners LLC222,800$22.20M1.2%-6.3%3.594%
6/5/2023EP Wealth Advisors LLC4,932$384K0.0%N/A0.080%
5/12/2023Milestone Advisory Partners55,899$5.42M5.0%+0.8%0.902%
(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. ($48.34M), Anderson Hoagland & Co. ($29.89M), Symmetry Partners LLC ($21.09M), Great Lakes Retirement Inc. ($9.94M), and Milestone Advisory Partners ($7.13M).Learn more on VFVA's institutional investors.

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

Of the 61 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: Adviser Investments LLC ($1.72M), Smart Money Group LLC ($230.34K), Great Lakes Retirement Inc. ($111.14K), EP Wealth Advisors LLC ($68.96K), Anderson Hoagland & Co. ($57.41K), Milestone Advisory Partners ($53.82K), and LPL Financial LLC ($40.90K).

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

Institutional investors have bought a total of 2,685,016 shares in the last 24 months. This purchase volume represents approximately $252.66M 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 ($401.88K), Smart Money Group LLC ($194.69K), Symmetry Partners LLC ($123.41K), UMB Bank n.a. ($108.08K), Cassia Capital Partners LLC ($91.57K), and WT Wealth Management ($69.00K).

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

Institutional investors have sold a total of 2,521,736 shares in the last 24 months. This volume of shares sold represents approximately $250.36M in transactions.


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This page (BATS:VFVA) was last updated on 5/9/2024 by MarketBeat.com Staff

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