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

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$110.96

+0.16 (+0.14%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $45.38M

Number of Institutional Sellers (last 12 months): 42
Total Institutional Outflows (last 12 months): $131.07M

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VFVA Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	MorganRosel Wealth Management LLC	56,095	$6.69M	2.4%	+0.7%	0.930%
4/17/2024	Trilogy Capital Inc.	1,879	$224K	0.0%	-72.3%	0.031%
4/16/2024	Wealth Enhancement Advisory Services LLC	5,400	$644K	0.0%	+16.1%	0.090%
4/12/2024	Anderson Hoagland & Co.	260,245	$29.89M	3.3%	+4.0%	4.846%
4/11/2024	Soundmark Wealth Management LLC	20,676	$2.47M	1.1%	-24.2%	0.385%
4/5/2024	Lam Group Inc.	2,235	$267K	0.2%	-18.4%	0.042%
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4/2/2024	Symmetry Partners LLC	176,694	$21.09M	1.7%	-8.9%	3.290%
3/18/2024	CoreFirst Bank & Trust	3,724	$420K	0.3%	N/A	0.069%
2/28/2024	EP Wealth Advisors LLC	46,069	$5.19M	0.1%	-0.2%	0.858%
2/23/2024	Chicago Partners Investment Group LLC	2,317	$257K	0.0%	-5.6%	0.043%
2/20/2024	Pacific Center for Financial Services	537	$60K	0.0%	-99.1%	0.010%
2/15/2024	Mercer Global Advisors Inc. ADV	8,366	$943K	0.0%	-61.8%	0.156%
2/14/2024	Royal Bank of Canada	9,404	$1.06M	0.0%	+12.0%	0.175%
2/14/2024	Visionary Wealth Advisors	14,766	$1.66M	0.1%	-14.7%	0.275%
2/14/2024	Cresset Asset Management LLC	11,942	$1.35M	0.0%	N/A	0.222%
2/13/2024	Envestnet Asset Management Inc.	2,588	$292K	0.0%	-75.9%	0.048%
2/9/2024	Orion Portfolio Solutions LLC	59,465	$6.68M	0.1%	+26.7%	1.107%
2/9/2024	Keystone Financial Group	7,358	$829K	0.1%	+10.5%	0.137%
2/9/2024	UBS Group AG	11,430	$1.29M	0.0%	+93.2%	0.213%
2/6/2024	Stokes Family Office LLC	38,868	$4.38M	0.6%	+0.3%	0.724%
2/6/2024	Smart Money Group LLC	34,175	$3.85M	1.7%	-3.4%	0.636%
2/6/2024	McIlrath & Eck LLC	26,625	$3M	0.5%	+5.4%	0.496%
2/1/2024	RWA Wealth Partners LLC	617,620	$69.59M	1.0%	-1.4%	11.501%
2/1/2024	Armbruster Capital Management Inc.	429,032	$48.34M	11.0%	+1.5%	7.989%
1/30/2024	Lam Group Inc.	2,740	$309K	0.3%	-26.3%	0.051%
1/29/2024	Graypoint LLC	4,500	$507K	0.0%	-9.1%	0.084%
1/29/2024	Mosaic Family Wealth Partners LLC	2,518	$284K	0.0%	-13.7%	0.047%
1/26/2024	Cerity Partners LLC	14,198	$1.60M	0.0%	+21.0%	0.264%
1/25/2024	Joel Isaacson & Co. LLC	2,027	$228K	0.0%	N/A	0.038%
1/24/2024	Compass Ion Advisors LLC	2,783	$314K	0.0%	-6.0%	0.052%
1/23/2024	Etfidea LLC	5,155	$581K	0.2%	-34.5%	0.096%
1/23/2024	UMB Bank n.a.	57,187	$6.44M	0.1%	+0.5%	1.065%
1/22/2024	Melfa Wealth Management LLC	1,920	$216K	0.2%	N/A	0.036%
1/19/2024	MorganRosel Wealth Management LLC	55,724	$6.28M	2.4%	-7.3%	1.038%
1/17/2024	Anderson Hoagland & Co.	250,128	$27.25M	3.4%	+1.1%	4.658%
1/16/2024	Raymond James Financial Services Advisors Inc.	42,020	$4.73M	0.0%	-16.7%	0.782%
1/12/2024	Trilogy Capital Inc.	6,774	$763K	0.0%	N/A	0.126%
1/2/2024	Symmetry Partners LLC	193,944	$22.00M	1.2%	-6.0%	3.612%
12/8/2023	Etfidea LLC	7,870	$788K	0.3%	-2.7%	0.147%
12/4/2023	WT Wealth Management	8,119	$813K	0.3%	-12.0%	0.151%
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11/24/2023	EP Wealth Advisors LLC	46,162	$4.62M	0.1%	-89.4%	0.860%
11/16/2023	McIlrath & Eck LLC	25,267	$2.53M	0.5%	-2.6%	0.471%
11/16/2023	Pacific Center for Financial Services	57,505	$5.76M	2.0%	-4.5%	1.071%
11/15/2023	Integrated Wealth Concepts LLC	4,611	$461K	0.0%	N/A	0.086%
11/15/2023	Mercer Global Advisors Inc. ADV	21,915	$2.19M	0.0%	-64.5%	0.408%
11/15/2023	Royal Bank of Canada	8,394	$840K	0.0%	+4.2%	0.156%
11/14/2023	Qube Research & Technologies Ltd	940	$94K	0.0%	N/A	0.018%
11/14/2023	Parkside Financial Bank & Trust	1,743	$174K	0.0%	-20.6%	0.032%
11/13/2023	Visionary Wealth Advisors	17,307	$1.73M	0.1%	-4.9%	0.322%
11/13/2023	LPL Financial LLC	45,577	$4.56M	0.0%	-21.4%	0.849%
11/13/2023	Stokes Family Office LLC	38,744	$3.88M	0.5%	+15.0%	0.721%
11/13/2023	Envestnet Asset Management Inc.	10,732	$1.07M	0.0%	N/A	0.200%
11/13/2023	Kestra Advisory Services LLC	4,541	$454K	0.0%	-3.0%	0.085%
11/9/2023	UBS Group AG	5,917	$592K	0.0%	-77.8%	0.110%
11/8/2023	Milestone Advisory Partners	71,265	$7.13M	4.6%	+25.4%	1.327%
11/6/2023	Keystone Financial Group	6,658	$666K	0.1%	+4.6%	0.124%
11/3/2023	Sovereign Financial Group Inc.	11,973	$1.20M	0.4%	-34.2%	0.223%
11/3/2023	Private Advisor Group LLC	8,100	$811K	0.0%	+76.1%	0.151%
11/3/2023	Compass Ion Advisors LLC	2,961	$296K	0.1%	-35.1%	0.055%
11/1/2023	Orion Portfolio Solutions LLC	46,935	$4.70M	0.1%	-48.3%	0.874%
10/30/2023	MorganRosel Wealth Management LLC	60,095	$6.01M	2.5%	+5.3%	1.119%
10/26/2023	Chicago Partners Investment Group LLC	2,454	$234K	0.0%	N/A	0.046%
10/24/2023	Compass Advisory Group LLC	9,696	$970K	0.5%	-1.8%	0.181%
10/24/2023	Raymond James Financial Services Advisors Inc.	50,442	$5.05M	0.0%	+6.4%	0.939%
10/23/2023	Commonwealth Equity Services LLC	2,497	$250K	0.0%	-6.3%	0.046%
10/18/2023	UMB Bank n.a.	56,926	$5.70M	0.1%	-44.9%	1.060%
10/18/2023	Lam Group Inc.	3,720	$372K	0.4%	-5.7%	0.069%
10/17/2023	Armbruster Capital Management Inc.	422,629	$42.30M	10.7%	+1.0%	7.870%
10/16/2023	Cassia Capital Partners LLC	2,295	$230K	0.2%	-12.2%	0.043%
10/11/2023	Kathmere Capital Management LLC	4,084	$409K	0.1%	+65.2%	0.076%
10/11/2023	Adviser Investments LLC	626,550	$62.71M	1.4%	-1.5%	11.668%
10/11/2023	Soundmark Wealth Management LLC	28,754	$2.88M	1.6%	-12.3%	0.535%
10/10/2023	Anderson Hoagland & Co.	247,489	$24.77M	3.3%	-21.3%	4.609%
10/10/2023	Symmetry Partners LLC	206,355	$20.65M	1.1%	-7.4%	3.843%
8/17/2023	Orion Portfolio Solutions LLC	90,771	$9.05M	0.1%	+105.5%	1.690%
8/15/2023	Atlas Capital Advisors LLC	815	$81K	0.0%	-33.7%	0.015%
8/15/2023	Royal Bank of Canada	8,054	$803K	0.0%	+3.5%	0.150%
8/15/2023	Citadel Advisors LLC	6,965	$694K	0.0%	-60.1%	0.130%
8/14/2023	Mercer Global Advisors Inc. ADV	61,686	$6.15M	0.0%	N/A	1.149%
8/14/2023	Orion Portfolio Solutions LLC	42,247	$9.05M	0.1%	-4.4%	0.787%
8/14/2023	Tower Research Capital LLC TRC	5,352	$533K	0.0%	+14.1%	0.100%
8/14/2023	Cerity Partners LLC	13,530	$1.35M	0.0%	+214.3%	0.252%
8/11/2023	Visionary Wealth Advisors	18,201	$1.81M	0.1%	+1.2%	0.339%
8/10/2023	Commonwealth Equity Services LLC	2,664	$266K	0.0%	-19.3%	0.050%
8/10/2023	Pacific Center for Financial Services	60,218	$6.00M	2.0%	-1.6%	1.121%
8/9/2023	Flow Traders U.S. LLC	11,886	$1.18M	0.1%	N/A	0.221%
8/7/2023	Keystone Financial Group	6,367	$635K	0.1%	N/A	0.119%
8/7/2023	McIlrath & Eck LLC	25,931	$2.58M	0.5%	-3.7%	0.483%
8/4/2023	MorganRosel Wealth Management LLC	57,058	$5.69M	2.3%	-14.8%	1.063%
8/4/2023	Adviser Investments LLC	636,006	$63.38M	1.4%	-4.4%	11.844%
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8/3/2023	Armbruster Capital Management Inc.	418,562	$41.71M	10.3%	-0.8%	6.751%
7/31/2023	LPL Financial LLC	57,963	$5.78M	0.0%	+0.3%	0.935%
7/31/2023	Sovereign Financial Group Inc.	18,206	$1.81M	0.6%	+2.6%	0.294%
7/25/2023	Raymond James Financial Services Advisors Inc.	47,430	$4.73M	0.0%	-1.3%	0.765%
7/25/2023	Smart Money Group LLC	37,839	$3.77M	1.8%	-76.1%	0.610%
7/25/2023	WT Wealth Management	9,228	$920K	0.4%	-9.5%	0.149%
7/25/2023	UMB Bank n.a.	103,330	$10.30M	0.2%	-13.3%	1.667%
7/20/2023	Cassia Capital Partners LLC	2,614	$260K	0.2%	-97.1%	0.042%
7/14/2023	Soundmark Wealth Management LLC	32,784	$3.27M	1.8%	-8.4%	0.529%
7/13/2023	Milestone Advisory Partners	56,813	$5.66M	5.1%	+1.6%	0.916%

(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, 99 institutional investors and hedge funds held shares of Vanguard U.S. Value Factor. The most heavily invested institutionals were RWA Wealth Partners LLC ($69.59M), Adviser Investments LLC ($62.71M), Armbruster Capital Management Inc. ($48.34M), Paragon Wealth Strategies LLC ($31.76M), Anderson Hoagland & Co. ($29.89M), Symmetry Partners LLC ($21.09M), and UMB Bank N A MO ($17.01M).Learn more on VFVA's institutional investors.
Which institutional investors have been buying Vanguard U.S. Value Factor stock?: Of the 87 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: Adviser Investments LLC ($1.72M), Smart Money Group LLC ($230.34K), Compass Ion Advisors LLC ($134.32K), Pacific Center for Financial Services ($121.82K), Great Lakes Retirement Inc. ($111.14K), Gladstone Institutional Advisory LLC ($73.93K), and Armbruster Capital Management Inc. ($70.59K).
How much institutional buying is happening at Vanguard U.S. Value Factor?: Institutional investors have bought a total of 3,481,989 shares in the last 24 months. This purchase volume represents approximately $333.80M in transactions.

Which Vanguard U.S. Value Factor major shareholders have been selling company stock?: Of the 58 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: Adviser Investments LLC ($1.09M), EP Wealth Advisors LLC ($401.88K), Smart Money Group LLC ($193.71K), Symmetry Partners LLC ($123.41K), UMB Bank n.a. ($108.08K), Cassia Capital Partners LLC ($91.57K), and WT Wealth Management ($74.39K).
How much institutional selling is happening at Vanguard U.S. Value Factor?: Institutional investors have sold a total of 2,766,346 shares in the last 24 months. This volume of shares sold represents approximately $274.58M in transactions.

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This page (BATS:VFVA) was last updated on 4/19/2024 by MarketBeat.com Staff

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

VFVA Institutional Buying and Selling by Quarter

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

VFVA Institutional Ownership - Frequently Asked Questions

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

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

VFVA Institutional Buying and Selling by Quarter

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

VFVA Institutional Ownership - Frequently Asked Questions