VANGUARD U.S. VALUE FACTOR VFVA
$150.91
+0.7% 52w: $113.01 – $150.91
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data113.01131.96150.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+0 QoQ
13F value
$338.9M
+1.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VFVA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 499.2K | $67.2M | 0.6% | -4.0% |
| Armbruster Capital Management, Inc. | Wealth advisor | 432.0K | $58.1M | 9.5% | +0.9% |
| ANDERSON HOAGLAND & CO | Wealth advisor | 248.4K | $33.4M | 2.9% | +0.4% |
| Equitable Holdings, Inc. | Wealth advisor | 215.6K | $28.6M | 0.2% | +14.2% |
| BURRUS FINANCIAL SERVICES, INC. | Wealth advisor | 198.5K | $26.7M | 12.2% | +9.1% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 93.3K | $12.6M | 0.1% | -3.5% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 76.7K | $10.3M | 0.1% | -7.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 73.0K | $9.8M | 0.0% | +8.3% |
| LPL Financial LLC | Bank broker | 67.0K | $9.0M | 0.0% | +9.4% |
| Sterling Manor Financial, LLC | Wealth advisor | 59.1K | $8.0M | 5.0% | -5.4% |
| UMB Bank, n.a. | Diversified mechanical | 50.3K | $6.8M | 0.1% | -0.2% |
| Capital Advisors Wealth Management, LLC | Wealth advisor | 42.3K | $5.7M | 0.8% | +0.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 33.8K | $4.5M | 0.0% | -0.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 33.6K | $4.5M | 0.0% | -0.1% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 31.2K | $4.2M | 0.6% | +0.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 26.3K | $3.5M | 0.0% | 0.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.6K | $3.3M | 0.0% | +21.5% |
| ROYAL BANK OF CANADA | Bank broker | 19.0K | $2.6M | 0.0% | -3.5% |
| McIlrath & Eck, LLC | Wealth advisor | 15.1K | $2.0M | 0.2% | -13.9% |
| Cerity Partners LLC | Diversified mechanical | 14.6K | $2.0M | 0.0% | -0.1% |
| BROWN ADVISORY INC | Diversified mechanical | 14.4K | $1.9M | 0.0% | Held |
| Sovereign Financial Group, Inc. | Wealth advisor | 13.3K | $1.8M | 0.3% | -0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.1K | $1.8M | 0.0% | +52.9% |
| Compass Advisory Group LLC | Wealth advisor | 11.2K | $1.5M | 0.4% | +8.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.3K | $1.4M | 0.0% | -0.4% |
| UBS Group AG | Bank broker | 9.9K | $1.3M | 0.0% | +30.1% |
| Visionary Wealth Advisors | Wealth advisor | 9.3K | $1.3M | 0.1% | -1.9% |
| WHITTIER TRUST CO | Diversified mechanical | 9.1K | $1.2M | 0.0% | +0.4% |
| CoreFirst Bank & Trust | Wealth advisor | 8.8K | $1.2M | 0.6% | -17.2% |
| Savant Capital, LLC | Wealth advisor | 8.8K | $1.2M | 0.0% | -1.5% |
| Keystone Financial Group | Wealth advisor | 8.7K | $1.2M | 0.1% | +0.9% |
| Long Island Wealth Management, Inc. | Wealth advisor | 8.6K | $1.2M | 0.5% | +1.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 8.2K | $1.1M | 0.0% | -28.1% |
| Hara Capital LLC | Other | 7.6K | $1.0M | 0.5% | +141.9% |
| Kathmere Capital Management, LLC | Wealth advisor | 7.5K | $1.0M | 0.1% | Held |
| Rockingstone Advisors LLC | Other | 7.2K | $967K | 0.4% | -0.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 7.1K | $954K | 0.0% | Held |
| Stonehearth Capital Management, LLC | Wealth advisor | 6.3K | $844K | 0.3% | -1.4% |
| Mariner, LLC | Diversified mechanical | 6.0K | $808K | 0.0% | -13.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 5.6K | $752K | 0.0% | -1.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 5.5K | $738K | 0.0% | -1.4% |
| Financial Partners Group, Inc | Wealth advisor | 5.2K | $704K | 0.1% | 0.0% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 4.9K | $658K | 0.0% | -31.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 4.5K | $603K | 0.0% | +3.1% |
| Essex Financial Services, Inc. | Wealth advisor | 4.4K | $590K | 0.0% | +0.3% |
| Private Advisor Group, LLC | Wealth advisor | 4.0K | $545K | 0.0% | -34.0% |
| Sunbelt Securities, Inc. | Diversified mechanical | 3.3K | $450K | 0.0% | Held |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 3.1K | $420K | 0.0% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 3.0K | $408K | 0.0% | -16.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 2.8K | $372K | 0.0% | -12.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.