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

Vanguard U.S. Value Factor logo
$112.40 -7.63 (-6.35%)
Closing price 05/23/2025 03:59 PM Eastern
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$115.23 +2.82 (+2.51%)
As of 05/23/2025 04:34 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)
38
Total
Institutional Inflows
(last 12 months)
$61.02M
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
5/16/2025 McIlrath & Eck LLC21,386$2.44M0.3%-5.1%0.410%
5/16/2025 NewEdge Advisors LLC40,439$4.61M0.0%-20.9%0.776%
5/15/2025 EP Wealth Advisors LLC35,976$4.10M0.0%-1.3%0.691%
5/15/2025 Royal Bank of Canada20,957$2.39M0.0%+0.8%0.402%
5/14/2025 RWA Wealth Partners LLC509,809$58.12M0.7%-4.6%9.785%
5/13/2025 Raymond James Financial Inc.63,843$7.28M0.0%-3.7%0.976%
5/13/2025 Menora 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%
5/13/2025 Long Island Wealth Management Inc.8,891$1.01M0.6%+24.9%0.136%
5/12/2025 Financial Engines Advisors L.L.C.18,590$2.12M0.0%-32.8%0.284%
5/12/2025 Smart Money Group LLC2,932$334K0.3%-91.0%0.045%
5/7/2025 LPL Financial LLC46,214$5.27M0.0%+384.1%0.707%
5/5/2025 Private Advisor Group LLC6,211$708K0.0%+1.8%0.095%
5/1/2025 Kathmere Capital Management LLC5,215$595K0.1%+17.8%0.080%
4/30/2025 Cerity Partners LLC11,858$1.35M0.0%-6.7%0.181%
4/30/2025 Hara Capital LLC964$110K0.1%-54.4%0.015%
4/30/2025 Leavell Investment Management Inc.21,500$2.45M0.1%-1.8%0.329%
4/30/2025 Crossmark Global Holdings Inc.2,708$309K0.0%N/A0.041%
4/29/2025 Envestnet Asset Management Inc.5,766$657K0.0%-5.8%0.088%
4/29/2025 CoreFirst 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%
4/28/2025 Smart Money Group LLC2,970$339K0.3%-90.9%0.045%
4/25/2025 MorganRosel 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%
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%
3/14/2025 Hara Capital LLC2,116$250K0.2%-32.4%0.031%
3/12/2025 Northstar Financial Companies Inc.1,702$201K0.2%N/A0.025%
3/12/2025 Centaurus Financial Inc.5,692$674K0.0%+2.8%0.083%
2/18/2025 McIlrath & Eck LLC22,539$2.67M0.3%-12.4%0.374%
2/17/2025 Two Sigma Investments LP12,900$1.53M0.0%-34.8%0.214%
2/17/2025 Quantinno Capital Management LP2,163$256K0.0%-25.9%0.036%
2/17/2025 EP Wealth Advisors LLC36,461$4.32M0.0%-3.1%0.605%
2/14/2025 Mercer Global Advisors Inc. ADV5,556$658K0.0%-19.3%0.092%
2/14/2025 Jane Street Group LLC4,110$487K0.0%N/A0.068%
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2/14/2025 Long Island Wealth Management Inc.7,120$843K0.5%+3.2%0.118%
2/14/2025 Tower Research Capital LLC TRC2,365$280K0.0%N/A0.039%
2/13/2025 NewEdge Advisors LLC51,107$6.05M0.0%-0.8%0.848%
2/13/2025 Keystone Financial Group8,019$949K0.1%N/A0.133%
2/13/2025 Raymond James Financial Inc.66,277$7.85M0.0%N/A1.099%
2/13/2025 Envestnet Asset Management Inc.6,124$725K0.0%-12.1%0.102%
2/12/2025 Milestone Investment Advisors LLC695$82K0.0%-83.8%0.012%
2/12/2025 RWA Wealth Partners LLC534,554$63.28M0.8%-11.0%8.865%
2/12/2025 Orion Portfolio Solutions LLC3,606$427K0.0%-6.2%0.060%
2/12/2025 Financial Engines Advisors L.L.C.27,658$3.27M0.0%+91.0%0.459%
2/11/2025 CoreFirst Bank & Trust8,144$964K0.6%N/A0.135%
2/11/2025 LPL Financial LLC9,546$1.13M0.0%+7.8%0.158%
2/11/2025 Stokes Family Office LLC50,084$5.93M0.6%+1.5%0.831%
2/10/2025 Commonwealth Equity Services LLC9,449$1.12M0.0%+64.2%0.157%
2/10/2025 Parkworth 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%
2/6/2025 Raymond James Financial Inc.66,277$7.85M0.0%N/A1.099%
2/5/2025 Parkside Financial Bank & Trust2,487$294K0.0%+42.7%0.041%
2/4/2025 MorganRosel Wealth Management LLC54,815$6.49M2.1%-4.9%0.909%
1/31/2025 Hara 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%
1/22/2025 Lebenthal 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%
11/19/2024 McIlrath & Eck LLC25,741$3.10M0.4%-1.4%0.427%
11/15/2024 Orion Portfolio Solutions LLC3,844$463K0.0%-12.1%0.064%
11/15/2024 National Bank of Canada FI1,159$140K0.0%+18.0%0.019%
11/15/2024 EP Wealth Advisors LLC37,639$4.54M0.0%-15.1%0.624%
11/15/2024 Quantinno Capital Management LP2,918$352K0.0%N/A0.048%
11/13/2024 D.A. Davidson & CO.5,720$689K0.0%-2.6%0.095%
11/12/2024 Centaurus Financial Inc.5,539$668K0.0%+7.8%0.092%
11/12/2024 Cerity 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%
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%
10/19/2024 Compass Ion Advisors LLC2,596$313K0.0%-7.2%0.043%
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10/18/2024 Lam 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%
9/23/2024 Centaurus Financial Inc.5,137$581K0.0%+3.9%0.085%
8/19/2024 EP Wealth Advisors LLC44,308$5.01M0.1%-4.0%0.735%
8/16/2024 NewEdge 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%
(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. ($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 VFVA's institutional investors.

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

Of the 52 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 ($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 663,169 shares in the last 24 months. This purchase volume represents approximately $75.81M 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 ($401.22K), Smart Money Group LLC ($182.03K), RWA Wealth Partners LLC ($102.54K), Cassia Capital Partners LLC ($87.61K), 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 1,425,594 shares in the last 24 months. This volume of shares sold represents approximately $150.16M in transactions.


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This page (BATS:VFVA) was last updated on 5/24/2025 by MarketBeat.com Staff
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