Skip to content
Disclosery

VFVA VANGUARD WELLINGTON FD

Follow

US VALUE FACTR (fund)

94 managers (94 13F filers) reported a position in VFVA shares at 2026-03-31, 2,520,647 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
94
13F filers
94
New
9
Added
28
Reduced
33
Sold out
9
Shares held by filers
2,520,647

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANTAGEPOINT INVESTMENT ADVISERS LLC499,160$67.2M0.57%-20,68913F-HRTimeline
Armbruster Capital Management, Inc.431,969$58.1M9.53%+3,74913F-HRTimeline
ANDERSON HOAGLAND & CO248,431$33.4M2.88%+89113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.215,571$28.6M0.18%+26,72913F-HRTimelineGroup
BURRUS FINANCIAL SERVICES, INC.198,475$26.7M12.23%+16,47513F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.93,339$12.6M0.06%-3,38413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC76,698$10.3M0.11%-6,31013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,987$9.82M<0.01%+5,57313F-HRTimelineGroup
LPL Financial LLC67,030$9.02M<0.01%+5,75813F-HRTimeline
Sterling Manor Financial, LLC59,117$7.96M4.98%-3,39813F-HRTimeline
UMB Bank, n.a.50,307$6.77M0.09%-8513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors Wealth Management, LLC42,269$5.69M0.76%+32713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,789$4.55M<0.01%-8413F-HRTimelineGroup
EP Wealth Advisors, LLC33,561$4.52M0.02%-4913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC31,201$4.2M0.61%+23613F-HRTimelineGroup
Sequoia Financial Advisors, LLC26,349$3.55M0.02%+913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,601$3.31M<0.01%+4,35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,992$2.56M<0.01%-69313F-HRTimelineGroup
McIlrath & Eck, LLC15,121$2.04M0.15%-2,43813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,603$1.97M<0.01%-813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC14,406$1.94M<0.01%013F-HRTimelineGroup
Sovereign Financial Group, Inc.13,307$1.79M0.31%-5513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,148$1.77M<0.01%+4,54713F-HRTimeline
Compass Advisory Group LLC11,184$1.51M0.4%+87713F-HRTimeline
Cambridge Investment Research Advisors,…10,308$1.39M<0.01%-3813F-HRTimeline
UBS Group AGin group UBS Group AG9,888$1.33M<0.01%+2,28813F-HRTimelineGroup
Visionary Wealth Advisors9,294$1.25M0.06%-17713F-HRTimeline
WHITTIER TRUST CO9,058$1.23M0.01%+3413F-HRTimeline
CoreFirst Bank & Trust8,834$1.19M0.63%-1,83513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,750$1.18M0.01%-13113F-HRTimelineGroup
Keystone Financial Group8,744$1.18M0.08%+7513F-HRTimeline
Long Island Wealth Management, Inc.8,610$1.16M0.54%+14413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,200$1.1M<0.01%-3,20013F-HRTimelineGroup
Hara Capital LLC7,611$1.02M0.51%+4,46513F-HRTimeline
Kathmere Capital Management, LLC7,508$1.01M0.06%013F-HRTimeline
Rockingstone Advisors LLC7,187$967K0.44%-513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,087$954K<0.01%013F-HRTimelineGroup
Stonehearth Capital Management, LLC6,268$844K0.33%-8613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,006$808K<0.01%-90513F-HRTimelineGroup
D.A. DAVIDSON & CO.5,585$752K<0.01%-7013F-HRTimeline
Financial Engines Advisors L.L.C.5,481$738K<0.01%-8013F-HRTimeline
Financial Partners Group, Inc5,228$704K0.08%-213F-HRTimeline
CENTAURUS FINANCIAL, INC.4,891$658K0.03%-2,20113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,479$603K<0.01%+13613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,386$590K0.03%+1113F-HRTimelineGroup
Private Advisor Group, LLC4,050$545K<0.01%-2,08513F-HRTimeline
Sunbelt Securities, Inc.3,342$450K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,119$420K0.01%013F-HRTimeline
Sanctuary Advisors, LLC3,034$408K<0.01%-58813F-HRTimeline
Orion Porfolio Solutions, LLC2,766$372K<0.01%-39413F-HRTimeline
CIBC WORLD MARKET INC.2,700$363K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC2,653$357K<0.01%new13F-HRTimeline
Smart Money Group LLC2,511$338K0.1%+813F-HRTimeline
Integrated Wealth Concepts LLC2,475$333K<0.01%+30813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,202$296K0.17%+4713F-HRTimeline
Quantinno Capital Management LP2,199$296K<0.01%+49413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,190$295K<0.01%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management2,066$278K0.04%+51013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,001$269K0.03%-10413F-HRTimeline
World Investment Advisors1,868$251K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,787$241K0.02%-2113F-HRTimeline
Exit Wealth Advisors, LLC.1,779$239K0.12%+913F-HRTimeline
MOTIVE WEALTH ADVISORS1,768$238K0.11%-17413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,715$227K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,677$226K<0.01%new13F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…1,585$213K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,568$212K<0.01%-1,13213F-HRTimeline
Daviman Financial, LLC1,548$208K0.12%-41413F-HRTimeline
LAM GROUP, INC.1,445$195K0.11%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,126$152K<0.01%-8513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY975$131K<0.01%+7113F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC946$127K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.815$110K0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC775$104K0.02%new13F-HRTimeline
Pacific Center for Financial Services553$74.4K0.02%+413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC433$58.3K<0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.340$45.8K<0.01%new13F-HRTimeline
True Wealth Design, LLC312$42K0.01%013F-HRTimeline
Root Financial Partners, LLC252$33.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc186$25.1K0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175$23.6K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA150$20.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC107$14.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$13.5K<0.01%013F-HRTimeline
SHP Wealth Management100$13.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.70$9.44K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46$6.19K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.42$5.65K<0.01%013F-HRTimeline
Advisory Services Network, LLC31$4.17K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.28$3.77K<0.01%013F-HRTimeline
Triumph Capital Management10$1.35K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6$808<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2$269<0.01%-513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$84<0.01%013F-HR/ATimelineGroup