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 $348.48M 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 $67.19M in its March 31, 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 $78.40M, representing an estimated gain of +16.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed VFVA value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Armbruster Capital Management, Inc., Anderson Hoagland & Co, 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
93
Total Reported Value
$348.48M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$67.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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 | 0.57% | 499,160 | $67,191,928 | $78,398,070 | +$11,206,142 | +16.68% | |
| Armbruster Capital Management, Inc. | 9.55% | 431,781 | $64,089,254 | $67,815,524 | +$3,726,270 | +5.81% | |
| Anderson Hoagland & Co | 2.84% | 243,852 | $36,194,938 | $38,299,395 | +$2,104,457 | +5.81% | |
| Burrus Financial Services, Inc. | 12.57% | 195,002 | $28,943,952 | $30,627,014 | +$1,683,062 | +5.81% | |
| Equitable Holdings, Inc. | 0.18% | 215,571 | $28,623,517 | $33,857,581 | +$5,234,064 | +18.29% | |
| Menora Mivtachim Holdings Ltd. | 0.06% | 93,339 | $12,564,363 | $14,659,823 | +$2,095,460 | +16.68% | |
| Rwa Wealth Partners, Llc | 0.11% | 76,698 | $10,324,255 | $12,046,188 | +$1,721,933 | +16.68% | |
| Bank Of America Corp | 0.00% | 72,987 | $9,824,780 | $11,463,338 | +$1,638,558 | +16.68% | |
| Lpl Financial Llc | 0.00% | 67,030 | $9,022,964 | $10,527,732 | +$1,504,768 | +16.68% | |
| Sterling Manor Financial, Llc | 4.98% | 59,117 | $7,957,740 | $9,284,916 | +$1,327,176 | +16.68% | |
| Umb Bank, N.A. | 0.09% | 50,307 | $6,771,825 | $7,901,217 | +$1,129,392 | +16.68% | |
| Capital Advisors Wealth Management, Llc | 0.74% | 42,696 | $6,337,341 | $6,705,834 | +$368,493 | +5.81% | |
| Lebenthal Global Advisors, Llc | 0.62% | 31,083 | $4,613,668 | $4,881,896 | +$268,228 | +5.81% | |
| Raymond James Financial Inc | 0.00% | 33,789 | $4,548,301 | $5,306,900 | +$758,599 | +16.68% | |
| Ep Wealth Advisors, Llc | 0.02% | 33,561 | $4,517,696 | $5,271,091 | +$753,395 | +16.68% | |
| Sequoia Financial Advisors | 0.02% | 26,360 | $3,912,566 | $4,140,102 | +$227,536 | +5.82% | |
| Osaic Holdings, Inc. | 0.00% | 24,601 | $3,311,556 | $3,863,833 | +$552,277 | +16.68% | |
| Royal Bank Of Canada | 0.00% | 18,992 | $2,557,000 | $2,982,884 | +$425,884 | +16.66% | |
| Mcilrath & Eck, Llc | 0.15% | 15,121 | $2,035,491 | $2,374,904 | +$339,413 | +16.67% | |
| Cerity Partners Llc | 0.00% | 14,603 | $1,965,709 | $2,293,547 | +$327,838 | +16.68% | |
| Brown Advisory Inc | 0.00% | 14,406 | $1,939,125 | $2,262,606 | +$323,481 | +16.68% | |
| Sovereign Financial Group, Inc. | 0.29% | 12,741 | $1,891,147 | $2,001,101 | +$109,954 | +5.81% | |
| Compass Advisory Group Llc | 0.40% | 11,184 | $1,505,470 | $1,756,559 | +$251,089 | +16.68% | |
| Whittier Trust Co | 0.01% | 9,091 | $1,373,170 | $1,427,832 | +$54,662 | +3.98% | |
| Ubs Group Ag | 0.00% | 9,888 | $1,331,024 | $1,553,009 | +$221,985 | +16.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,951 | $1,328,590 | $1,405,844 | +$77,254 | +5.81% | |
| Keystone Financial Group | 0.08% | 8,815 | $1,308,372 | $1,384,484 | +$76,112 | +5.82% | |
| Visionary Wealth Advisors | 0.06% | 9,294 | $1,251,021 | $1,459,716 | +$208,695 | +16.68% | |
| Savant Capital, Llc | 0.01% | 8,750 | $1,177,776 | $1,374,275 | +$196,499 | +16.68% | |
| Long Island Wealth Management, Inc. | 0.54% | 8,610 | $1,158,930 | $1,352,287 | +$193,357 | +16.68% | |
| Kathmere Capital Management, Llc | 0.06% | 7,508 | $1,114,412 | $1,179,206 | +$64,794 | +5.81% | |
| Two Sigma Investments, Lp | 0.00% | 8,200 | $1,103,802 | $1,287,892 | +$184,090 | +16.68% | |
| Rockingstone Advisors Llc | 0.43% | 7,187 | $1,066,766 | $1,128,790 | +$62,024 | +5.81% | |
| Hara Capital Llc | 0.51% | 7,611 | $1,024,517 | $1,195,384 | +$170,867 | +16.68% | |
| Bank Of Montreal | 0.00% | 7,087 | $953,927 | $1,113,084 | +$159,157 | +16.68% | |
| D.A. Davidson & Co. | 0.00% | 5,585 | $828,982 | $877,180 | +$48,198 | +5.81% | |
| Mariner, Llc | 0.00% | 6,006 | $808,417 | $943,302 | +$134,885 | +16.69% | |
| Stonehearth Capital Management, Llc | 0.26% | 5,116 | $759,368 | $803,519 | +$44,151 | +5.81% | |
| Financial Engines Advisors L.L.C. | 0.00% | 5,481 | $737,797 | $860,846 | +$123,049 | +16.68% | |
| Financial Partners Group, Inc | 0.08% | 5,228 | $703,682 | $821,110 | +$117,428 | +16.69% | |
| Mercer Global Advisors Inc | 0.00% | 4,479 | $602,974 | $703,472 | +$100,498 | +16.67% | |
| Private Advisor Group, Llc | 0.00% | 4,050 | $601,142 | $636,093 | +$34,951 | +5.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,925 | $594,795 | $616,461 | +$21,666 | +3.64% | |
| Essex Financial Services, Inc. | 0.03% | 4,386 | $590,435 | $688,865 | +$98,430 | +16.67% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 3,119 | $462,954 | $489,870 | +$26,916 | +5.81% | |
| Sunbelt Securities, Inc. | 0.03% | 3,342 | $449,867 | $524,895 | +$75,028 | +16.68% | |
| Sanctuary Advisors, Llc | 0.00% | 3,034 | $408,405 | $476,520 | +$68,115 | +16.68% | |
| Smart Money Group Llc | 0.10% | 2,552 | $378,766 | $400,817 | +$22,051 | +5.82% | |
| Orion Porfolio Solutions, Llc | 0.00% | 2,766 | $372,331 | $434,428 | +$62,097 | +16.68% | |
| Cibc World Market Inc. | 0.00% | 2,700 | $363,447 | $424,062 | +$60,615 | +16.68% |
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.