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

Vanguard U.S. Value Factor logo
$152.66 +1.12 (+0.74%)
As of 10:17 AM 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)
49
Total
Institutional Inflows
(last 12 months)
$165.29M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$83.27M
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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
7/8/2026 Stonehearth Capital Management LLC5,116$759K0.3%-18.4%0.099%
7/7/2026 Anderson Hoagland & Co.243,852$36.20M2.8%-1.8%4.726%
6/3/2026CoreFirst Bank & Trust8,834$1.19M0.6%-17.2%0.171%
5/19/2026McIlrath & Eck LLC15,121$2.04M0.2%-13.9%0.293%
5/19/2026Bank of America Corp DE72,987$9.83M0.0%+8.3%1.414%
5/19/2026Centaurus Financial Inc.4,891$658K0.0%-31.0%0.095%
5/18/2026Royal Bank of Canada18,992$2.56M0.0%-3.5%0.368%
5/16/2026Quantinno Capital Management LP2,199$296K0.0%+29.0%0.043%
5/5/2026D.A. Davidson & CO.5,585$752K0.0%-1.2%0.108%
5/5/2026Sanctuary Advisors LLC3,034$408K0.0%-16.2%0.059%
4/30/2026Mosaic Family Wealth Partners LLC2,001$269K0.0%-4.9%0.039%
4/27/2026Private Advisor Group LLC4,050$545K0.0%-34.0%0.078%
4/23/2026Daviman Financial LLC1,548$208K0.1%-21.1%0.030%
4/22/2026 Lam Group Inc.1,445$195K0.1%N/A0.028%
4/21/2026Compass Advisory Group LLC11,184$1.51M0.4%+8.5%0.217%
4/21/2026Armbruster Capital Management Inc.431,969$58.15M9.5%+0.9%8.371%
4/21/2026Long Island Wealth Management Inc.8,610$1.16M0.5%+1.7%0.167%
4/20/2026MBM Wealth Consultants LLC775$104K0.0%N/A0.015%
4/18/2026 Stonehearth Capital Management LLC6,268$844K0.3%-1.4%0.121%
3/13/2026World Investment Advisors1,868$248K0.0%+4.9%0.036%
2/18/2026EP Wealth Advisors LLC33,610$4.46M0.0%N/A0.651%
2/17/2026Equitable Holdings Inc.188,842$25.07M0.2%+14.7%3.660%
2/17/2026Osaic Holdings Inc.20,249$2.69M0.0%-2.1%0.392%
2/17/2026Royal Bank of Canada19,685$2.61M0.0%-1.7%0.381%
2/16/2026RFP Financial Group LLC35,150$4.67M2.2%N/A0.681%
2/16/2026Brown Advisory Inc.14,406$1.91M0.0%-12.0%0.279%
2/16/2026Atlas Capital Advisors Inc.815$108K0.0%N/A0.016%
2/13/2026Kestra Advisory Services LLC728$97K0.0%N/A0.014%
2/13/2026Visionary Wealth Advisors9,471$1.26M0.1%-4.8%0.184%
2/13/2026UMB Bank n.a.50,392$6.69M0.1%+2.4%0.977%
2/13/2026Integrated Wealth Concepts LLC2,167$288K0.0%+9.4%0.042%
2/12/2026Commonwealth Equity Services LLC8,601$1.14M0.0%-6.3%0.167%
2/12/2026Bank of Montreal Can7,087$941K0.0%+11.0%0.137%
2/11/2026Cerity Partners LLC14,611$1.94M0.0%+27.7%0.283%
2/11/2026LPL Financial LLC61,272$8.14M0.0%+6.8%1.187%
2/10/2026Essex Financial Services Inc.4,375$581K0.0%+3.0%0.085%
2/10/2026Savant Capital LLC8,881$1.18M0.0%+3.2%0.172%
2/6/2026Daviman Financial LLC1,962$261K0.2%N/A0.038%
2/4/2026World Investment Advisors1,868$236K0.0%+4.9%0.036%
2/3/2026Sequoia Financial Advisors LLC26,340$3.50M0.0%-12.1%0.510%
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2/3/2026McIlrath & Eck LLC17,559$2.33M0.2%-9.3%0.340%
1/30/2026Burrus Financial Services Inc.182,000$22.08M99.1%-10.6%3.527%
1/29/2026Sanctuary Advisors LLC3,622$481K0.0%N/A0.070%
1/28/2026Lebenthal Global Advisors LLC30,965$4.11M0.6%+6.9%0.600%
1/28/2026Rockingstone Advisors LLC7,192$955K0.4%+1.4%0.139%
1/27/2026Vantagepoint Investment Advisers LLC519,849$69.03M0.6%+2.6%10.075%
1/27/2026Werba Rubin Papier Wealth Management1,556$207K0.1%N/A0.030%
1/23/2026Armbruster Capital Management Inc.428,220$56.86M9.5%+0.1%8.299%
1/21/2026Capital Advisors Wealth Management LLC41,942$5.57M0.8%+0.9%0.813%
1/21/2026Long Island Wealth Management Inc.8,466$1.12M0.5%+8.1%0.164%
1/15/2026Hara Capital LLC3,146$418K0.2%+184.7%0.061%
1/15/2026Motive Wealth Advisors1,942$258K0.1%-11.7%0.038%
1/13/2026 Stonehearth Capital Management LLC6,354$844K0.3%-1.2%0.123%
1/13/2026Kathmere Capital Management LLC7,508$997K0.1%+6.2%0.146%
1/7/2026Sovereign Financial Group Inc.13,362$1.77M0.3%-0.7%0.259%
1/7/2026Sterling Manor Financial LLC62,515$8.30M5.2%-0.3%1.212%
1/5/2026 Anderson Hoagland & Co.247,540$32.87M2.8%-0.9%4.797%
11/19/2025Sunbelt Securities Inc.3,342$426K0.0%+9.9%0.065%
11/17/2025Financial Engines Advisors L.L.C.5,609$715K0.0%-14.2%0.109%
11/17/2025Keystone Financial Group7,959$1.02M0.1%+1.3%0.154%
11/17/2025Susquehanna International Group LLP2,096$267K0.0%-28.4%0.041%
11/17/2025Mariner LLC6,911$881K0.0%-5.1%0.134%
11/17/2025Mercer Global Advisors Inc. ADV4,343$554K0.0%-10.4%0.084%
11/17/2025Integrated Wealth Concepts LLC1,981$253K0.0%N/A0.038%
11/17/2025Bank of America Corp DE449,856$57.38M0.0%+6,034.7%8.718%
11/14/2025Equitable Holdings Inc.164,670$21.00M0.2%+28.7%3.191%
11/14/2025Exit Wealth Advisors LLC.2,010$256K0.2%N/A0.039%
11/14/2025Two Sigma Investments LP13,100$1.67M0.0%N/A0.254%
11/14/2025Glenmede Investment Management LP5,810$741K0.0%N/A0.113%
11/13/2025Menora Mivtachim Holdings LTD.89,411$11.40M0.1%-3.9%1.733%
11/13/2025UBS Group AG29,191$3.72M0.0%-43.8%0.566%
11/13/2025CoreFirst Bank & Trust12,327$1.57M0.9%+10.6%0.239%
11/12/2025Orion Porfolio Solutions LLC3,155$402K0.0%-11.4%0.061%
11/12/2025US Bancorp DE2,125$271K0.0%N/A0.041%
11/10/2025RWA Wealth Partners LLC93,420$11.92M0.1%-22.4%1.810%
11/10/2025Fortis Advisors LLC6,436$821K0.5%-55.6%0.125%
11/7/2025Essex Financial Services Inc.4,248$542K0.0%+5.2%0.082%
11/6/2025Long Island Wealth Management Inc.7,831$999K0.5%+9.2%0.152%
11/5/2025Savant Capital LLC8,609$1.10M0.0%N/A0.167%
11/4/2025Lebenthal Global Advisors LLC28,971$3.70M0.6%-0.5%0.561%
11/4/2025UMB Bank n.a.49,193$6.27M0.1%-9.4%0.953%
10/31/2025Vantagepoint Investment Advisers LLC506,824$64.64M0.5%N/A9.822%
10/29/2025Root Financial Partners LLC252$32K0.0%N/A0.005%
10/29/2025Wealth Enhancement Advisory Services LLC2,698$345K0.0%-8.4%0.052%
10/29/2025Compass Ion Advisors LLC1,630$208K0.0%-18.3%0.032%
10/29/2025Sequoia Financial Advisors LLC29,964$3.82M0.0%-5.8%0.581%
10/28/2025Burrus Financial Services Inc.203,636$25.97M11.9%+0.7%3.946%
10/27/2025Manning & Napier Advisors LLC946$121K0.0%N/A0.018%
10/24/2025 Stonehearth Capital Management LLC6,428$820K0.3%-1.3%0.125%
10/22/2025McIlrath & Eck LLC19,362$2.47M0.3%-2.7%0.375%
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10/22/2025Kathmere Capital Management LLC7,067$901K0.1%+16.3%0.137%
10/20/2025Armbruster Capital Management Inc.427,773$54.56M9.3%+1.0%8.290%
10/17/2025Sovereign Financial Group Inc.13,462$1.72M0.3%-0.6%0.261%
10/16/2025Capital Advisors Wealth Management LLC41,562$5.30M0.8%N/A0.805%
10/15/2025 Anderson Hoagland & Co.249,722$31.85M2.9%-5.2%4.840%
10/14/2025Leonard Rickey Investment Advisors P.L.L.C.1,585$202K0.0%N/A0.031%
10/9/2025Rockingstone Advisors LLC7,092$905K0.4%+16.9%0.137%
10/8/2025Sterling Manor Financial LLC62,714$8.00M5.0%-11.3%1.215%
9/24/2025Burrus Financial Services Inc.202,255$23.93M11.5%+3.4%3.920%
9/22/2025Caldwell Trust Co1,396$165K0.0%N/A0.027%


VFVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 institutional investors and hedge funds held shares of Vanguard U.S. Value Factor. The most heavily invested institutionals were Vantagepoint Investment Advisers LLC ($69.03M), Armbruster Capital Management Inc. ($58.15M), Anderson Hoagland & Co. ($36.20M), Equitable Holdings Inc. ($25.07M), Burrus Financial Services Inc. ($22.08M), RWA Wealth Partners LLC ($11.92M), and Menora Mivtachim Holdings LTD. ($11.40M).Learn more on Vanguard U.S. Value Factor's institutional investors.

Of the 72 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: Vantagepoint Investment Advisers LLC ($519.85K), Bank of America Corp DE ($452.86K), Raymond James Financial Inc. ($132.55K), Menora Mivtachim Holdings LTD. ($93.01K), Sequoia Financial Advisors LLC ($89.48K), Equitable Holdings Inc. ($77.53K), and NewEdge Advisors LLC ($63.54K).

Institutional investors have bought a total of 1,296,826 shares in the last 24 months. This purchase volume represents approximately $165.29M in transactions.

Of the 41 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 ($416.39K), Sequoia Financial Advisors LLC ($63.14K), MorganRosel Wealth Management LLC ($54.45K), Raymond James Financial Inc. ($26.00K), UBS Group AG ($22.74K), Burrus Financial Services Inc. ($21.64K), and Anderson Hoagland & Co. ($20.55K).

Institutional investors have sold a total of 689,495 shares in the last 24 months. This volume of shares sold represents approximately $83.27M in transactions.


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This page (BATS:VFVA) was last updated on 7/13/2026 by MarketBeat.com Staff.
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