VANGUARD U.S. VALUE FACTOR (VFVA) Institutional Ownership Changes & 13F Activity
VANGUARD U.S. VALUE FACTOR (VFVA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Equitable Holdings, Inc., Stifel Financial Corp, Two Sigma Investments, Lp, Corient Private Wealth Llc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +9 | +0.4% | 2,484 | $368.71K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -4 | -0.2% | 1,783 | $264.65K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Buy | +5,351 | — | 5,351 | $794.21K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +18 | +0.4% | 4,497 | $667.56K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +30,746 | +14.3% | 246,317 | $36.56M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -2,554 | -52.2% | 2,337 | $347.00K | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Buy | +5,900 | +72.0% | 14,100 | $2.09M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,291 | +22.6% | 23,283 | $3.46M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +4,134 | +5.7% | 77,121 | $11.45M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -3,622 | -25.1% | 10,784 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,553 | -6.3% | 23,048 | $3.42M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -895 | -6.1% | 13,708 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -512 | -1.5% | 33,277 | $4.94M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -347 | -12.5% | 2,419 | $359.05K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +209 | +20900.0% | 210 | $31.22K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -88 | -4.7% | 1,780 | $239.61K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -48 | -0.9% | 5,433 | $806.42K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +1,823 | +82.9% | 4,022 | $596.99K | Q2 2026 | Aug 13, 2026 |
| Umb Bank, N.A. | Sell | -1,409 | -2.8% | 48,898 | $7.26M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +204 | +2.1% | 10,092 | $1.50M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -201 | -2.2% | 9,093 | $1.35M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +175 | — | 175 | $25.98K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -109 | -11.2% | 866 | $128.54K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +9 | +0.3% | 3,043 | $451.73K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Sell | -1 | -0.2% | 432 | $64.14K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +6,302 | — | 6,302 | $935.41K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +1,372 | — | 1,372 | $203.65K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Sell | -755 | -2.2% | 32,806 | $4.87M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +707 | — | 707 | $105.48K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -85 | -1.2% | 7,002 | $1.04M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about VFVA activity
Which institutional owners are buying VFVA?
Institutional owners buying VFVA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VFVA activity?
"Buy" means an investor increased their reported position in VFVA compared to the prior reporting period. This reflects growing exposure to VANGUARD U.S. VALUE FACTOR (VFVA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VFVA increasing?
Institutional interest in VFVA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.