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

Vanguard U.S. Value Factor logo
$121.20 +1.18 (+0.98%)
As of 07/7/2025 03:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$61.44M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$37.59M
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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
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%
5/13/2025Compass 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%
5/1/2025Kathmere 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%
4/30/2025Leavell 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%
4/28/2025Sterling 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%
4/25/2025Essex Financial Services Inc.3,398$387K0.0%+56.7%0.052%
4/23/2025Sequoia Financial Advisors LLC89,478$10.20M0.1%+6.6%1.368%
4/22/2025Compass Ion Advisors LLC1,984$226K0.0%-21.1%0.030%
4/17/2025Fortis Advisors LLC26,875$3.06M2.0%+0.6%0.406%
4/16/2025Armbruster Capital Management Inc.423,961$48.33M9.6%+0.8%6.404%
4/15/2025Rockingstone Advisors LLC6,148$701K0.3%-19.7%0.093%
4/14/2025UMB Bank n.a.53,931$6.15M0.1%-7.0%0.815%
4/9/2025Anderson 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%
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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%
2/7/2025Sequoia 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%
1/22/2025Armbruster 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%
1/21/2025Anderson Hoagland & Co.267,415$32.83M3.4%+0.9%4.435%
1/16/2025UMB Bank n.a.57,961$6.86M0.1%+0.5%0.961%
1/14/2025Rockingstone Advisors LLC7,653$906K0.4%-32.6%0.127%
1/14/2025Kathmere Capital Management LLC4,427$524K0.0%+2.9%0.073%
1/14/2025Fortis Advisors LLC26,706$3.16M2.1%+2.2%0.443%
1/10/2025Graypoint LLC2,419$286K0.0%-3.4%0.040%
1/10/2025Wealth 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%
11/7/2024Fortis 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%
10/31/2024Western 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%
10/24/2024Wealth Enhancement Advisory Services LLC3,690$445K0.0%-31.7%0.061%
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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%
10/9/2024UMB Bank n.a.57,677$6.95M0.1%-1.9%0.957%
10/8/2024Sovereign Financial Group Inc.12,849$1.55M0.4%+8.3%0.213%
10/8/2024Rockingstone Advisors LLC11,350$1.37M0.7%+1.1%0.188%
10/8/2024Anderson 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%
(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, 74 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. ($48.33M), Anderson Hoagland & Co. ($29.67M), Symmetry Partners LLC ($21.09M), Sequoia Financial Advisors LLC ($10.20M), and Sterling Manor Financial LLC ($8.22M).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 ($37.52K), Lebenthal Global Advisors LLC ($25.81K), and Anderson Hoagland & Co. ($19.93K).

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

Institutional investors have bought a total of 527,653 shares in the last 24 months. This purchase volume represents approximately $61.44M in transactions.

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

Of the 29 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), Sterling Manor Financial LLC ($57.43K), Fortis Advisors LLC ($29.72K), NewEdge Advisors LLC ($11.07K), EP Wealth Advisors LLC ($10.19K), and Financial Engines Advisors L.L.C. ($9.07K).

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

Institutional investors have sold a total of 323,961 shares in the last 24 months. This volume of shares sold represents approximately $37.59M in transactions.


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This page (BATS:VFVA) was last updated on 7/8/2025 by MarketBeat.com Staff
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