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

Vanguard U.S. Value Factor logo
$116.11 -3.92 (-3.27%)
Closing price 08/1/2025 03:55 PM Eastern
Extended Trading
$116.51 +0.40 (+0.34%)
As of 08/1/2025 04:43 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.
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$61.07M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$50.63M
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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
8/1/2025MorganRosel Wealth Management LLC1,093$129K0.0%-98.0%0.021%
8/1/2025Envestnet Asset Management Inc.5,379$636K0.0%-6.7%0.104%
7/28/2025 Compass Advisory Group LLC10,226$1.21M0.4%-2.9%0.198%
7/25/2025 Sequoia Financial Advisors LLC31,798$3.76M0.0%-64.5%0.616%
7/25/2025 Sovereign Financial Group Inc.13,547$1.60M0.3%+4.3%0.263%
7/23/2025 Fortis Advisors LLC14,496$1.72M1.1%-46.1%0.281%
7/23/2025 Armbruster Capital Management Inc.423,491$50.10M9.1%-0.1%8.207%
7/21/2025 Ameritas Advisory Services LLC353$42K0.0%N/A0.007%
7/16/2025 Kathmere Capital Management LLC6,077$719K0.1%+16.5%0.118%
7/11/2025 UMB Bank n.a.54,295$6.42M0.1%+0.7%1.052%
7/10/2025 Anderson Hoagland & Co.263,508$31.17M3.0%+1.3%5.107%
7/10/2025 Wealth Enhancement Advisory Services LLC2,944$362K0.0%-20.3%0.057%
7/9/2025 Sterling Manor Financial LLC70,711$8.37M5.6%-1.9%1.370%
7/1/2025 Stonehearth Capital Management LLC6,510$770K0.3%N/A0.126%
5/16/2025McIlrath & Eck LLC21,386$2.44M0.3%-5.1%0.410%
5/16/2025NewEdge Advisors LLC40,439$4.61M0.0%-20.9%0.776%
5/15/2025EP Wealth Advisors LLC35,976$4.10M0.0%-1.3%0.691%
5/15/2025Royal Bank of Canada20,957$2.39M0.0%+0.8%0.402%
5/14/2025RWA Wealth Partners LLC509,809$58.12M0.7%-4.6%9.785%
5/13/2025Raymond James Financial Inc.63,843$7.28M0.0%-3.7%0.976%
5/13/2025Menora Mivtachim Holdings LTD.59,341$6.77M0.0%N/A0.907%
5/13/2025 Compass Advisory Group LLC10,529$1.20M0.4%+27.7%0.161%
5/13/2025Long Island Wealth Management Inc.8,891$1.01M0.6%+24.9%0.136%
5/12/2025Financial Engines Advisors L.L.C.18,590$2.12M0.0%-32.8%0.284%
5/12/2025Smart Money Group LLC2,932$334K0.3%-91.0%0.045%
5/7/2025LPL Financial LLC46,214$5.27M0.0%+384.1%0.707%
5/5/2025Private Advisor Group LLC6,211$708K0.0%+1.8%0.095%
5/1/2025 Kathmere Capital Management LLC5,215$595K0.1%+17.8%0.080%
4/30/2025Cerity Partners LLC11,858$1.35M0.0%-6.7%0.181%
4/30/2025Hara Capital LLC964$110K0.1%-54.4%0.015%
4/30/2025 Leavell Investment Management Inc.21,500$2.45M0.1%-1.8%0.329%
4/30/2025Crossmark Global Holdings Inc.2,708$309K0.0%N/A0.041%
4/29/2025Envestnet Asset Management Inc.5,766$657K0.0%-5.8%0.088%
4/29/2025CoreFirst Bank & Trust9,389$1.07M0.7%+15.3%0.144%
4/28/2025 Sterling Manor Financial LLC72,058$8.22M5.9%-34.7%1.102%
4/28/2025Smart Money Group LLC2,970$339K0.3%-90.9%0.045%
4/25/2025MorganRosel Wealth Management LLC55,542$6.33M1.9%+1.3%0.849%
4/25/2025 Essex Financial Services Inc.3,398$387K0.0%+56.7%0.052%
4/23/2025 Sequoia Financial Advisors LLC89,478$10.20M0.1%+6.6%1.368%
4/22/2025 Compass Ion Advisors LLC1,984$226K0.0%-21.1%0.030%
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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 TRC2,365$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%
2/7/2025 Sequoia 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%
1/29/2025 Leavell Investment Management Inc.21,900$2.59M0.1%+0.7%0.363%
1/29/2025 Essex Financial Services Inc.2,168$257K0.0%+28.1%0.036%
1/24/2025 Sterling 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%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,119$369K0.0%N/A0.052%
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%
1/14/2025 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%
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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%
11/13/2024 D.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%
11/1/2024 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%
(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, 73 institutional investors and hedge funds held shares of Vanguard U.S. Value Factor. The most heavily invested institutionals were Adviser Investments LLC ($62.71M), RWA Wealth Partners LLC ($58.12M), Armbruster Capital Management Inc. ($50.10M), Anderson Hoagland & Co. ($31.17M), Symmetry Partners LLC ($21.09M), Sterling Manor Financial LLC ($8.37M), and Raymond James Financial Inc. ($7.28M).Learn more on Vanguard U.S. Value Factor's institutional investors.

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

Of the 53 institutional investors that purchased Vanguard U.S. Value Factor's 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 ($89.48K), NewEdge Advisors LLC ($63.54K), Menora Mivtachim Holdings LTD. ($59.34K), LPL Financial LLC ($37.36K), Lebenthal Global Advisors LLC ($25.81K), and Anderson Hoagland & Co. ($23.18K).

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

Institutional investors have bought a total of 524,135 shares in the last 24 months. This purchase volume represents approximately $61.07M in transactions.

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

Of the 31 institutional investors that sold Vanguard U.S. Value Factor's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RWA Wealth Partners LLC ($90.50K), Smart Money Group LLC ($59.54K), MorganRosel Wealth Management LLC ($58.93K), Sequoia Financial Advisors LLC ($57.68K), Sterling Manor Financial LLC ($44.14K), Fortis Advisors LLC ($42.10K), and NewEdge Advisors LLC ($11.07K).

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

Institutional investors have sold a total of 433,447 shares in the last 24 months. This volume of shares sold represents approximately $50.63M in transactions.


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This page (BATS:VFVA) was last updated on 8/2/2025 by MarketBeat.com Staff
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