VANGUARD U.S. VALUE FACTOR (VFVA) Institutional Shareholders
VANGUARD U.S. VALUE FACTOR (VFVA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $381.00M in VFVA holdings during the latest filing period.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of VFVA tracked by InsiderSet, reporting ownership valued at approximately $77.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81.99M, representing an estimated gain of +5.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed VFVA value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Armbruster Capital Management, Inc., Equitable Holdings, Inc., and several other long-term asset managers with concentrated positions in VANGUARD U.S. VALUE FACTOR (VFVA).
This page ranks the largest institutional VFVA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$381.00M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$77.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vantagepoint Investment Advisers Llc | 0.58% | 524,677 | $77,877,807 | $81,986,605 | +$4,108,798 | +5.28% | |
| Armbruster Capital Management, Inc. | 9.55% | 431,781 | $64,089,254 | $67,470,574 | +$3,381,320 | +5.28% | |
| Equitable Holdings, Inc. | 0.22% | 246,317 | $36,560,764 | $38,489,765 | +$1,929,001 | +5.28% | |
| Anderson Hoagland & Co | 2.84% | 243,852 | $36,194,938 | $38,104,582 | +$1,909,644 | +5.28% | |
| Burrus Financial Services, Inc. | 12.57% | 195,002 | $28,943,952 | $30,471,227 | +$1,527,275 | +5.28% | |
| Menora Mivtachim Holdings Ltd. | 0.05% | 93,339 | $13,854,308 | $14,585,255 | +$730,947 | +5.28% | |
| Bank Of America Corp | 0.00% | 77,121 | $11,447,070 | $12,051,012 | +$603,942 | +5.28% | |
| Rwa Wealth Partners, Llc | 0.10% | 72,691 | $10,789,528 | $11,358,776 | +$569,248 | +5.28% | |
| Lpl Financial Llc | 0.00% | 70,564 | $10,473,831 | $11,026,408 | +$552,577 | +5.28% | |
| Sterling Manor Financial, Llc | 4.98% | 59,117 | $7,957,740 | $9,237,687 | +$1,279,947 | +16.08% | |
| Umb Bank, N.A. | 0.09% | 48,898 | $7,257,930 | $7,640,855 | +$382,925 | +5.28% | |
| Capital Advisors Wealth Management, Llc | 0.74% | 42,696 | $6,337,341 | $6,671,724 | +$334,383 | +5.28% | |
| Raymond James Financial Inc | 0.00% | 33,277 | $4,939,288 | $5,199,901 | +$260,613 | +5.28% | |
| Ep Wealth Advisors, Llc | 0.02% | 32,806 | $4,869,450 | $5,126,302 | +$256,852 | +5.27% | |
| Lebenthal Global Advisors, Llc | 0.62% | 31,083 | $4,613,668 | $4,857,064 | +$243,396 | +5.28% | |
| Sequoia Financial Advisors | 0.02% | 26,360 | $3,912,566 | $4,119,043 | +$206,477 | +5.28% | |
| Royal Bank Of Canada | 0.00% | 23,283 | $3,456,000 | $3,638,227 | +$182,227 | +5.27% | |
| Osaic Holdings, Inc. | 0.00% | 23,048 | $3,421,391 | $3,601,506 | +$180,115 | +5.26% | |
| Savant Capital, Llc | 0.01% | 16,378 | $2,310,032 | $2,559,244 | +$249,212 | +10.79% | |
| Two Sigma Investments, Lp | 0.00% | 14,100 | $2,092,863 | $2,203,282 | +$110,419 | +5.28% | |
| Mcilrath & Eck, Llc | 0.15% | 15,121 | $2,035,491 | $2,362,824 | +$327,333 | +16.08% | |
| Cerity Partners Llc | 0.00% | 13,708 | $2,034,828 | $2,142,027 | +$107,199 | +5.27% | |
| Sovereign Financial Group, Inc. | 0.29% | 12,741 | $1,891,147 | $1,990,923 | +$99,776 | +5.28% | |
| Compass Advisory Group Llc | 0.40% | 11,233 | $1,667,377 | $1,755,281 | +$87,904 | +5.27% | |
| Brown Advisory Inc | 0.00% | 10,784 | $1,600,596 | $1,685,120 | +$84,524 | +5.28% | |
| Ubs Group Ag | 0.00% | 10,092 | $1,497,955 | $1,576,987 | +$79,032 | +5.28% | |
| Long Island Wealth Management, Inc. | 0.61% | 9,879 | $1,466,342 | $1,543,703 | +$77,361 | +5.28% | |
| Whittier Trust Co | 0.01% | 9,091 | $1,373,170 | $1,420,570 | +$47,400 | +3.45% | |
| Visionary Wealth Advisors | 0.05% | 9,093 | $1,349,609 | $1,420,882 | +$71,273 | +5.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,951 | $1,328,590 | $1,398,693 | +$70,103 | +5.28% | |
| Corefirst Bank & Trust | 0.65% | 8,839 | $1,311,973 | $1,381,192 | +$69,219 | +5.28% | |
| Keystone Financial Group | 0.08% | 8,815 | $1,308,372 | $1,377,442 | +$69,070 | +5.28% | |
| Hara Capital Llc | 0.67% | 8,575 | $1,272,787 | $1,339,939 | +$67,152 | +5.28% | |
| Kathmere Capital Management, Llc | 0.06% | 7,508 | $1,114,412 | $1,173,208 | +$58,796 | +5.28% | |
| Rockingstone Advisors Llc | 0.43% | 7,187 | $1,066,766 | $1,123,049 | +$56,283 | +5.28% | |
| Bank Of Montreal | 0.00% | 7,002 | $1,039,247 | $1,094,140 | +$54,893 | +5.28% | |
| Stifel Financial Corp | 0.00% | 6,302 | $935,407 | $984,757 | +$49,350 | +5.28% | |
| Mariner, Llc | 0.00% | 6,006 | $891,415 | $938,504 | +$47,089 | +5.28% | |
| D.A. Davidson & Co. | 0.00% | 5,585 | $828,982 | $872,718 | +$43,736 | +5.28% | |
| Financial Engines Advisors L.L.C. | 0.00% | 5,433 | $806,420 | $848,967 | +$42,547 | +5.28% | |
| Corient Private Wealth Llc | 0.00% | 5,351 | $794,210 | $836,153 | +$41,943 | +5.28% | |
| Stonehearth Capital Management, Llc | 0.26% | 5,116 | $759,368 | $799,432 | +$40,064 | +5.28% | |
| Financial Partners Group, Inc | 0.08% | 5,228 | $703,682 | $816,933 | +$113,251 | +16.09% | |
| Mercer Global Advisors Inc | 0.00% | 4,497 | $667,563 | $702,706 | +$35,143 | +5.26% | |
| Essex Financial Services, Inc. | 0.03% | 4,425 | $656,837 | $691,455 | +$34,618 | +5.27% | |
| Private Advisor Group, Llc | 0.00% | 4,050 | $601,142 | $632,857 | +$31,715 | +5.28% | |
| Quantinno Capital Management Lp | 0.00% | 4,022 | $596,985 | $628,482 | +$31,497 | +5.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,925 | $594,795 | $613,325 | +$18,530 | +3.12% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 3,119 | $462,954 | $487,378 | +$24,424 | +5.28% | |
| Sanctuary Advisors, Llc | 0.00% | 3,043 | $451,730 | $475,503 | +$23,773 | +5.26% |
Frequently asked questions about VFVA
Who owns the most VFVA stock?
The largest holders of VFVA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD U.S. VALUE FACTOR (VFVA).
Is VFVA widely held by superinvestors?
Many widely followed stocks like VFVA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VFVA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.