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 | Reduced | 499,160 | 67,191 | 0.57% | 0.56% | 1 | -20,689 | -3.98% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 431,969 | 58,147 | 9.53% | 9.55% | 2 | +3,749 | 0.88% | Q1 2026 | Apr 21, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 248,431 | 33,441 | 2.88% | 2.83% | 3 | +891 | 0.36% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 215,571 | 28,623 | 0.18% | 0.17% | 4 | +26,729 | 14.15% | Q1 2026 | May 15, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 198,475 | 26,716 | 12.23% | 12.55% | 5 | +16,475 | 9.05% | Q1 2026 | Apr 22, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 93,339 | 12,564 | 0.06% | 0.06% | 6 | -3,384 | -3.5% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 76,698 | 10,324 | 0.11% | 0.12% | 7 | -6,310 | -7.6% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 72,987 | 9,824 | 0.0% | 0.0% | 8 | +5,573 | 8.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 67,030 | 9,022 | 0.0% | 0.0% | 9 | +5,758 | 9.4% | Q1 2026 | May 06, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 59,117 | 7,957 | 4.98% | 5.18% | 10 | -3,398 | -5.44% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 50,307 | 6,771 | 0.09% | 0.09% | 11 | -85 | -0.17% | Q1 2026 | May 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 42,269 | 5,689 | 0.76% | 0.76% | 12 | +327 | 0.78% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,789 | 4,548 | 0.0% | 0.0% | 13 | -84 | -0.25% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 33,561 | 4,517 | 0.02% | 0.02% | 14 | -49 | -0.15% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 31,201 | 4,200 | 0.61% | 0.63% | 15 | +236 | 0.76% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,349 | 3,546 | 0.02% | 0.02% | 16 | +9 | 0.03% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,601 | 3,311 | 0.0% | 0.0% | 17 | +4,352 | 21.49% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,992 | 2,557 | 0.0% | 0.0% | 18 | -693 | -3.52% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 15,121 | 2,035 | 0.15% | 0.22% | 19 | -2,438 | -13.88% | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Reduced | 14,603 | 1,965 | 0.0% | 0.0% | 20 | -8 | -0.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 14,406 | 1,939 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,307 | 1,791 | 0.31% | 0.31% | 22 | -55 | -0.41% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,148 | 1,769 | 0.0% | 0.0% | 23 | +4,547 | 52.87% | Q1 2026 | Apr 27, 2026 |
| Compass Advisory Group LLC | History | Added to | 11,184 | 1,505 | 0.4% | 0.37% | 24 | +877 | 8.51% | Q1 2026 | Apr 21, 2026 |
| CoreFirst Bank & Trust | History | No change | 10,669 | 1,416 | 0.77% | 0.77% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,308 | 1,388 | 0.0% | 0.0% | 26 | -38 | -0.37% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 9,888 | 1,331 | 0.0% | 0.0% | 27 | +2,288 | 30.11% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,294 | 1,251 | 0.06% | 0.06% | 28 | -177 | -1.87% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 9,058 | 1,231 | 0.01% | 0.01% | 29 | +34 | 0.38% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Reduced | 8,750 | 1,177 | 0.01% | 0.01% | 30 | -131 | -1.48% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 8,744 | 1,177 | 0.08% | 0.09% | 31 | +75 | 0.87% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 8,610 | 1,158 | 0.54% | 0.53% | 32 | +144 | 1.7% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,200 | 1,103 | 0.0% | 0.0% | 33 | -3,200 | -28.07% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | Added to | 7,611 | 1,024 | 0.51% | 0.23% | 34 | +4,465 | 141.93% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,508 | 1,010 | 0.06% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 7,187 | 967 | 0.44% | 0.43% | 36 | -5 | -0.07% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,087 | 953 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 6,268 | 843 | 0.33% | 0.31% | 38 | -86 | -1.35% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 6,006 | 808 | 0.0% | 0.0% | 39 | -905 | -13.1% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,585 | 751 | 0.0% | 0.0% | 40 | -70 | -1.24% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,481 | 737 | 0.0% | 0.0% | 41 | -80 | -1.44% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,228 | 703 | 0.08% | 0.08% | 42 | -2 | -0.04% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,891 | 658 | 0.03% | 0.04% | 43 | -2,201 | -31.03% | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,479 | 602 | 0.0% | 0.0% | 44 | +136 | 3.13% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,386 | 590 | 0.03% | 0.03% | 45 | +11 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,050 | 545 | 0.0% | 0.0% | 46 | -2,085 | -33.99% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,342 | 449 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,119 | 419 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,034 | 408 | 0.0% | 0.0% | 49 | -588 | -16.23% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,766 | 372 | 0.0% | 0.0% | 50 | -394 | -12.47% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,700 | 363 | 0.0% | — | 51 | +2,700 | New | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 2,653 | 357 | 0.0% | — | 52 | +2,653 | New | Q1 2026 | May 11, 2026 |
| Smart Money Group LLC | History | Added to | 2,511 | 337 | 0.1% | 0.1% | 53 | +8 | 0.32% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,475 | 333 | 0.0% | 0.0% | 54 | +308 | 14.21% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,199 | 296 | 0.0% | 0.0% | 55 | +494 | 28.97% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 2,202 | 296 | 0.17% | 0.16% | 56 | +47 | 2.18% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,190 | 294 | 0.0% | — | 57 | +2,190 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 2,066 | 278 | 0.04% | 0.06% | 58 | +510 | 32.78% | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,001 | 269 | 0.03% | 0.03% | 59 | -104 | -4.94% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | No change | 1,868 | 251 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,787 | 240 | 0.02% | 0.02% | 61 | -21 | -1.16% | Q1 2026 | May 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 1,779 | 239 | 0.12% | 0.14% | 62 | +9 | 0.51% | Q1 2026 | May 11, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 1,768 | 237 | 0.11% | 0.11% | 63 | -174 | -8.96% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,715 | 227 | 0.0% | — | 64 | +1,715 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 1,677 | 225 | 0.0% | — | 65 | +1,677 | New | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 1,585 | 213 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,568 | 211 | 0.0% | 0.0% | 67 | -1,132 | -41.93% | Q1 2026 | Apr 08, 2026 |
| Daviman Financial, LLC | History | Reduced | 1,548 | 208 | 0.12% | 0.15% | 68 | -414 | -21.1% | Q1 2026 | Apr 23, 2026 |
| LAM GROUP, INC. | History | New | 1,445 | 194 | 0.11% | — | 69 | +1,445 | New | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,126 | 151 | 0.0% | 0.0% | 70 | -85 | -7.02% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 975 | 131 | 0.0% | 0.0% | 71 | +71 | 7.85% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 946 | 127 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 815 | 109 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 775 | 104 | 0.02% | — | 74 | +775 | New | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | Added to | 553 | 74 | 0.02% | 0.02% | 75 | +4 | 0.73% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 433 | 58 | 0.0% | — | 76 | +433 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 340 | 45 | 0.0% | — | 77 | +340 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 312 | 41 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | No change | 252 | 33 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 186 | 25 | 0.01% | 0.01% | 80 | +1 | 0.54% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | No change | 175 | 23 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 20 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 107 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | No change | 100 | 13 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 70 | 9 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 65 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 46 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 42 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 31 | 4 | 0.0% | — | 90 | +31 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 28 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Triumph Capital Management | History | No change | 10 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 2.24% | — | -35,150 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -6,473 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,261 | -100.0% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,068 | -100.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,396 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -728 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -171 | -100.0% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |