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

Vanguard U.S. Value Factor logo
$144.32 -0.61 (-0.42%)
As of 04:10 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)
51
Total
Institutional Inflows
(last 12 months)
$172.93M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$90.64M
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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
5/5/2026 D.A. Davidson & CO.5,585$752K0.0%-1.2%0.108%
5/5/2026 Sanctuary Advisors LLC3,034$408K0.0%-16.2%0.059%
4/30/2026 Mosaic Family Wealth Partners LLC2,001$269K0.0%-4.9%0.039%
4/27/2026 Private Advisor Group LLC4,050$545K0.0%-34.0%0.078%
4/23/2026 Daviman Financial LLC1,548$208K0.1%-21.1%0.030%
4/22/2026 Lam Group Inc.1,445$195K0.1%N/A0.028%
4/21/2026 Compass Advisory Group LLC11,184$1.51M0.4%+8.5%0.217%
4/21/2026 Armbruster Capital Management Inc.431,969$58.15M9.5%+0.9%8.371%
4/21/2026 Long Island Wealth Management Inc.8,610$1.16M0.5%+1.7%0.167%
4/20/2026 MBM Wealth Consultants LLC775$104K0.0%N/A0.015%
4/18/2026 Stonehearth Capital Management LLC6,268$844K0.3%-1.4%0.121%
3/13/2026 World 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 LPL Financial LLC61,272$8.14M0.0%+6.8%1.187%
2/10/2026 Essex Financial Services Inc.4,375$581K0.0%+3.0%0.085%
2/10/2026 Savant Capital LLC8,881$1.18M0.0%+3.2%0.172%
2/6/2026 Daviman Financial LLC1,962$261K0.2%N/A0.038%
2/4/2026 World Investment Advisors1,868$236K0.0%+4.9%0.036%
2/3/2026 Sequoia Financial Advisors LLC26,340$3.50M0.0%-12.1%0.510%
2/3/2026McIlrath & Eck LLC17,559$2.33M0.2%-9.3%0.340%
1/30/2026 Burrus Financial Services Inc.182,000$22.08M99.1%-10.6%3.527%
1/29/2026 Sanctuary Advisors LLC3,622$481K0.0%N/A0.070%
1/28/2026Lebenthal Global Advisors LLC30,965$4.11M0.6%+6.9%0.600%
1/28/2026 Rockingstone 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%
1/23/2026 Armbruster Capital Management Inc.428,220$56.86M9.5%+0.1%8.299%
1/21/2026 Capital Advisors Wealth Management LLC41,942$5.57M0.8%+0.9%0.813%
1/21/2026 Long 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%
1/15/2026 Motive Wealth Advisors1,942$258K0.1%-11.7%0.038%
1/13/2026 Stonehearth Capital Management LLC6,354$844K0.3%-1.2%0.123%
1/13/2026 Kathmere Capital Management LLC7,508$997K0.1%+6.2%0.146%
1/7/2026 Sovereign Financial Group Inc.13,362$1.77M0.3%-0.7%0.259%
1/7/2026 Sterling 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%
11/13/2025 UBS 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%
11/7/2025 Essex Financial Services Inc.4,248$542K0.0%+5.2%0.082%
11/6/2025 Long Island Wealth Management Inc.7,831$999K0.5%+9.2%0.152%
11/5/2025 Savant 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%
10/29/2025 Root Financial Partners LLC252$32K0.0%N/A0.005%
10/29/2025 Wealth Enhancement Advisory Services LLC2,698$345K0.0%-8.4%0.052%
10/29/2025 Compass Ion Advisors LLC1,630$208K0.0%-18.3%0.032%
10/29/2025 Sequoia Financial Advisors LLC29,964$3.82M0.0%-5.8%0.581%
10/28/2025 Burrus Financial Services Inc.203,636$25.97M11.9%+0.7%3.946%
10/27/2025 Manning & 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%
10/22/2025 Kathmere Capital Management LLC7,067$901K0.1%+16.3%0.137%
10/20/2025 Armbruster Capital Management Inc.427,773$54.56M9.3%+1.0%8.290%
10/17/2025 Sovereign Financial Group Inc.13,462$1.72M0.3%-0.6%0.261%
10/16/2025 Capital 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%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.1,585$202K0.0%N/A0.031%
10/9/2025 Rockingstone Advisors LLC7,092$905K0.4%+16.9%0.137%
10/8/2025 Sterling Manor Financial LLC62,714$8.00M5.0%-11.3%1.215%
9/24/2025 Burrus Financial Services Inc.202,255$23.93M11.5%+3.4%3.920%
9/22/2025 Caldwell Trust Co1,396$165K0.0%N/A0.027%
9/4/2025Osaic Holdings Inc.20,761$2.46M0.0%-6.0%0.402%
8/29/2025Centaurus Financial Inc.6,918$818K0.0%+5.8%0.134%
8/15/2025Tower Research Capital LLC TRC 4,561$540K0.0%+223.7%0.088%
8/15/2025Equitable Holdings Inc.127,910$15.13M0.1%+14.9%2.479%
8/15/2025Visionary Wealth Advisors11,104$1.31M0.1%+1.8%0.215%
8/15/2025Two Sigma Securities LLC2,308$273K0.0%N/A0.045%
8/15/2025McIlrath & Eck LLC19,891$2.35M0.3%-7.0%0.385%
8/15/2025EP Wealth Advisors LLC35,649$4.22M0.0%-0.9%0.691%


VFVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFVA shares?

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), Bank of America Corp DE ($57.38M), Anderson Hoagland & Co. ($32.87M), Equitable Holdings Inc. ($25.07M), Burrus Financial Services Inc. ($22.08M), and RWA Wealth Partners LLC ($11.92M).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 73 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 ($447.29K), 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).

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

Institutional investors have bought a total of 1,364,455 shares in the last 24 months. This purchase volume represents approximately $172.93M in transactions.

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

Of the 40 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 ($441.13K), Sequoia Financial Advisors LLC ($63.14K), MorganRosel Wealth Management LLC ($54.45K), Smart Money Group LLC ($30.24K), Raymond James Financial Inc. ($28.43K), UBS Group AG ($22.74K), and Burrus Financial Services Inc. ($21.64K).

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

Institutional investors have sold a total of 757,034 shares in the last 24 months. This volume of shares sold represents approximately $90.64M in transactions.


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This page (BATS:VFVA) was last updated on 5/7/2026 by MarketBeat.com Staff.
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