VANGUARD GROUP INC - VFVA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 519,849 | 69,025 | 0.56% | 0.53% | 1 | +13,025 | 2.57% | Q4 2025 | Jan 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 428,220 | 56,859 | 9.55% | 9.29% | 2 | +447 | 0.1% | Q4 2025 | Jan 23, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 247,540 | 32,868 | 2.83% | 2.86% | 3 | -2,182 | -0.87% | Q4 2025 | Jan 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 188,842 | 25,074 | 0.17% | 0.15% | 4 | +24,172 | 14.68% | Q4 2025 | Feb 17, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 182,000 | 22,074 | 12.55% | 11.91% | 5 | -21,636 | -10.62% | Q4 2025 | Jan 30, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 96,723 | 12,842 | 0.06% | 0.06% | 6 | +7,312 | 8.18% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 83,008 | 11,021 | 0.12% | 0.14% | 7 | -10,412 | -11.15% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 67,414 | 8,951 | 0.0% | 0.0% | 8 | -382,442 | -85.01% | Q4 2025 | Feb 17, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 62,515 | 8,300 | 5.18% | 5.04% | 9 | -199 | -0.32% | Q4 2025 | Jan 07, 2026 |
| LPL Financial LLC | History | Added to | 61,272 | 8,135 | 0.0% | 0.0% | 10 | +3,922 | 6.84% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 50,392 | 6,691 | 0.09% | 0.09% | 11 | +1,199 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 41,942 | 5,569 | 0.76% | 0.76% | 12 | +380 | 0.91% | Q4 2025 | Jan 21, 2026 |
| RFP Financial Group LLC | History | New | 35,150 | 4,667 | 2.24% | — | 13 | +35,150 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,873 | 4,497 | 0.0% | 0.0% | 14 | -4,045 | -10.67% | Q4 2025 | Feb 18, 2026 |
| EP Wealth Advisors, LLC | History | New | 33,610 | 4,462 | 0.02% | — | 15 | +33,610 | New | Q4 2025 | Feb 18, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 30,965 | 4,111 | 0.63% | 0.65% | 16 | +1,994 | 6.88% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 26,340 | 3,497 | 0.02% | 0.02% | 17 | -3,624 | -12.09% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,249 | 2,689 | 0.0% | 0.0% | 18 | -435 | -2.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,685 | 2,614 | 0.0% | — | 19 | +19,685 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 17,559 | 2,331 | 0.22% | 0.25% | 20 | -1,803 | -9.31% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 14,611 | 1,940 | 0.0% | 0.0% | 21 | +3,171 | 27.72% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,406 | 1,912 | 0.0% | 0.0% | 22 | -1,968 | -12.02% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,362 | 1,774 | 0.31% | 0.32% | 23 | -100 | -0.74% | Q4 2025 | Jan 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,400 | 1,513 | 0.0% | 0.0% | 24 | -1,700 | -12.98% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 10,669 | 1,416 | 0.77% | 0.85% | 25 | -1,658 | -13.45% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,346 | 1,374 | 0.0% | 0.0% | 26 | +1,199 | 13.11% | Q4 2025 | Feb 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 10,307 | 1,368 | 0.37% | 0.37% | 27 | +59 | 0.58% | Q4 2025 | Jan 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,471 | 1,257 | 0.06% | 0.06% | 28 | -479 | -4.81% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 9,024 | 1,232 | 0.01% | 0.01% | 29 | +38 | 0.42% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 8,881 | 1,179 | 0.01% | 0.01% | 30 | +272 | 3.16% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Added to | 8,669 | 1,151 | 0.09% | 0.08% | 31 | +710 | 8.92% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,601 | 1,141 | 0.0% | 0.0% | 32 | -580 | -6.32% | Q4 2025 | Feb 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 8,466 | 1,124 | 0.53% | 0.49% | 33 | +635 | 8.11% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Reduced | 7,600 | 1,009 | 0.0% | 0.0% | 34 | -21,591 | -73.96% | Q4 2025 | Jan 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 7,508 | 996 | 0.07% | 0.06% | 35 | +441 | 6.24% | Q4 2025 | Jan 13, 2026 |
| Rockingstone Advisors LLC | History | Added to | 7,192 | 954 | 0.43% | 0.45% | 36 | +100 | 1.41% | Q4 2025 | Jan 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,092 | 942 | 0.04% | 0.04% | 37 | +240 | 3.5% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,087 | 940 | 0.0% | 0.0% | 38 | +703 | 11.01% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | No change | 6,911 | 917 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortis Advisors, LLC | History | Added to | 6,473 | 859 | 0.47% | 0.46% | 40 | +37 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 6,354 | 843 | 0.31% | 0.32% | 41 | -74 | -1.15% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | No change | 6,135 | 814 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,655 | 750 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,561 | 738 | 0.0% | 0.0% | 44 | -48 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,230 | 724 | 0.08% | 0.08% | 45 | -1 | -0.02% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,375 | 580 | 0.03% | 0.03% | 46 | +127 | 2.99% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,343 | 576 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,622 | 480 | 0.0% | — | 48 | +3,622 | New | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,342 | 443 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,261 | 432 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,160 | 419 | 0.0% | 0.0% | 51 | +5 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Hara Capital LLC | History | Added to | 3,146 | 417 | 0.23% | 0.08% | 52 | +2,041 | 184.71% | Q4 2025 | Jan 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,119 | 414 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,700 | 368 | 0.0% | 0.0% | 54 | +2 | 0.07% | Q4 2025 | Jan 08, 2026 |
| Smart Money Group LLC | History | Added to | 2,503 | 332 | 0.1% | 0.09% | 55 | +11 | 0.44% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,167 | 287 | 0.0% | 0.0% | 56 | +186 | 9.39% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 2,155 | 286 | 0.16% | 0.16% | 57 | +41 | 1.94% | Q4 2025 | Jan 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,105 | 279 | 0.03% | 0.03% | 58 | -9 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 2,068 | 274 | 0.03% | 0.03% | 59 | -14 | -0.67% | Q4 2025 | Feb 18, 2026 |
| Daviman Financial, LLC | History | New | 1,962 | 260 | 0.15% | — | 60 | +1,962 | New | Q4 2025 | Feb 06, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 1,942 | 257 | 0.11% | 0.12% | 61 | -258 | -11.73% | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | Added to | 1,868 | 248 | 0.0% | 0.0% | 62 | +88 | 4.94% | Q4 2025 | Mar 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,808 | 240 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 1,770 | 234 | 0.14% | 0.17% | 64 | -240 | -11.94% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 1,705 | 226 | 0.0% | — | 65 | +1,705 | New | Q4 2025 | Feb 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 1,585 | 210 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 1,556 | 206 | 0.06% | — | 67 | +1,556 | New | Q4 2025 | Jan 27, 2026 |
| Caldwell Trust Co | History | No change | 1,396 | 185 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,211 | 160 | 0.0% | 0.0% | 69 | +217 | 21.83% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 946 | 125 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 904 | 120 | 0.0% | 0.0% | 71 | -372 | -29.15% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 815 | 108 | 0.01% | — | 72 | +815 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 728 | 96 | 0.0% | — | 73 | +728 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 549 | 70 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 312 | 41 | 0.01% | 0.01% | 75 | -23 | -6.87% | Q4 2025 | Jan 08, 2026 |
| Root Financial Partners, LLC | History | No change | 252 | 33 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 185 | 24 | 0.01% | 0.01% | 77 | +1 | 0.54% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 175 | 23 | 0.0% | 0.0% | 78 | -1,950 | -91.76% | Q4 2025 | Jan 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 171 | 22 | 0.01% | — | 79 | +171 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 19 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 107 | 14 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 100 | 13 | 0.0% | — | 82 | +100 | New | Q4 2025 | Mar 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 13 | 0.0% | — | 83 | +100 | New | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 70 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 65 | 8 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 46 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 42 | 5 | 0.0% | — | 87 | +42 | New | Q4 2025 | Feb 18, 2026 |
| EASTERN BANK | History | Reduced | 23 | 3 | 0.0% | 0.0% | 88 | -31 | -57.41% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 28 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 10 | 1 | 0.0% | — | 90 | +10 | New | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,738 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAM GROUP, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,980 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Compass Ion Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,630 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 26, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |