Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free VFVA Stock Alerts

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

Vanguard U.S. Value Factor logo
$157.06 0.00 (0.00%)
As of 07/31/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard U.S. Value Factor (BATS:VFVA)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$165.08M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$68.40M
Get VFVA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard U.S. Value Factor stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VFVA Institutional Buying and Selling by Quarter

Vanguard U.S. Value Factor Major Shareholders & Ownership History

Export
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%
5/5/2026 D.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%
4/27/2026 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%
4/21/2026Compass 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%
4/21/2026Long 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%
3/13/2026World 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%
2/13/2026 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%
2/11/2026LPL 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%
2/6/2026 Daviman Financial LLC1,962$261K0.2%N/A0.038%
2/4/2026World Investment Advisors1,868$236K0.0%+4.9%0.036%
2/3/2026 Sequoia Financial Advisors LLC26,340$3.50M0.0%-12.1%0.510%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
1/29/2026Sanctuary Advisors LLC3,622$481K0.0%N/A0.070%
1/28/2026 Lebenthal 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%
1/27/2026 Werba 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%
1/21/2026Long 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%
1/15/2026 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%
1/7/2026Sterling 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%
11/17/2025 Keystone 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%
11/4/2025 Lebenthal 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%
10/29/2025Compass 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%
10/27/2025Manning & 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%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
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%
10/8/2025Sterling 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%
9/22/2025Caldwell 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 1,295,052 shares in the last 24 months. This purchase volume represents approximately $165.08M in transactions.

Of the 37 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), Raymond James Financial Inc. ($26.00K), UBS Group AG ($22.74K), Burrus Financial Services Inc. ($21.64K), Anderson Hoagland & Co. ($20.55K), Sterling Manor Financial LLC ($8.20K), and Fortis Advisors LLC ($8.06K).

Institutional investors have sold a total of 563,827 shares in the last 24 months. This volume of shares sold represents approximately $68.40M in transactions.


Related Companies

This page (BATS:VFVA) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel