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 | 524,677 | 77,877 | 0.58% | 0.57% | 1 | +25,517 | 5.11% | Q2 2026 | Aug 05, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 431,781 | 64,089 | 9.55% | 9.53% | 2 | -188 | -0.04% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 246,317 | 36,560 | 0.22% | 0.18% | 3 | +30,746 | 14.26% | Q2 2026 | Aug 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 243,852 | 36,194 | 2.84% | 2.88% | 4 | -4,579 | -1.84% | Q2 2026 | Jul 06, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 195,002 | 28,943 | 12.56% | 12.23% | 5 | -3,473 | -1.75% | Q2 2026 | Jul 20, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 93,339 | 13,854 | 0.05% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 77,121 | 11,447 | 0.0% | 0.0% | 7 | +4,134 | 5.66% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 72,691 | 10,789 | 0.1% | 0.11% | 8 | -4,007 | -5.22% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 70,564 | 10,473 | 0.0% | 0.0% | 9 | +3,534 | 5.27% | Q2 2026 | Aug 07, 2026 |
| Sterling Manor Financial, LLC | History | No change | 59,117 | 7,957 | 4.98% | 4.98% | 10 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 48,898 | 7,257 | 0.09% | 0.09% | 11 | -1,409 | -2.8% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 42,696 | 6,337 | 0.74% | 0.76% | 12 | +427 | 1.01% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,277 | 4,939 | 0.0% | 0.0% | 13 | -512 | -1.52% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,806 | 4,869 | 0.02% | 0.02% | 14 | -755 | -2.25% | Q2 2026 | Aug 11, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 31,083 | 4,613 | 0.62% | 0.61% | 15 | -118 | -0.38% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,360 | 3,912 | 0.02% | 0.02% | 16 | +11 | 0.04% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 23,283 | 3,456 | 0.0% | 0.0% | 17 | +4,291 | 22.59% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,048 | 3,421 | 0.0% | 0.0% | 18 | -1,553 | -6.31% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 16,378 | 2,310 | 0.01% | 0.01% | 19 | +7,628 | 87.18% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 14,100 | 2,092 | 0.0% | 0.0% | 20 | +5,900 | 71.95% | Q2 2026 | Aug 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 15,121 | 2,035 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Reduced | 13,708 | 2,034 | 0.0% | 0.0% | 22 | -895 | -6.13% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 12,741 | 1,891 | 0.29% | 0.31% | 23 | -566 | -4.25% | Q2 2026 | Jul 24, 2026 |
| Compass Advisory Group LLC | History | Added to | 11,233 | 1,667 | 0.4% | 0.4% | 24 | +49 | 0.44% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,784 | 1,600 | 0.0% | 0.0% | 25 | -3,622 | -25.14% | Q2 2026 | Aug 14, 2026 |
| Seven Bridges Advisors LLC | History | New | 10,115 | 1,501 | 0.72% | — | 26 | +10,115 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 10,092 | 1,497 | 0.0% | 0.0% | 27 | +204 | 2.06% | Q2 2026 | Aug 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 9,879 | 1,466 | 0.61% | 0.54% | 28 | +1,269 | 14.74% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,827 | 1,459 | 0.0% | 0.0% | 29 | -481 | -4.67% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | Added to | 9,091 | 1,373 | 0.01% | 0.01% | 30 | +33 | 0.36% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,093 | 1,349 | 0.05% | 0.06% | 31 | -201 | -2.16% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,951 | 1,328 | 0.0% | 0.0% | 32 | -4,197 | -31.92% | Q2 2026 | Jul 29, 2026 |
| CoreFirst Bank & Trust | History | Added to | 8,839 | 1,311 | 0.65% | 0.63% | 33 | +5 | 0.06% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Group | History | Added to | 8,815 | 1,308 | 0.08% | 0.08% | 34 | +71 | 0.81% | Q2 2026 | Jul 29, 2026 |
| Hara Capital LLC | History | Added to | 8,575 | 1,272 | 0.67% | 0.51% | 35 | +964 | 12.67% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,508 | 1,114 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockingstone Advisors LLC | History | No change | 7,187 | 1,066 | 0.43% | 0.44% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,002 | 1,039 | 0.0% | 0.0% | 38 | -85 | -1.2% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,302 | 935 | 0.0% | — | 39 | +6,302 | New | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 6,006 | 891 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,585 | 828 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,433 | 806 | 0.0% | 0.0% | 42 | -48 | -0.88% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 5,351 | 794 | 0.0% | — | 43 | +5,351 | New | Q2 2026 | Aug 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,232 | 776 | 0.08% | 0.08% | 44 | +4 | 0.08% | Q2 2026 | Jul 23, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 5,116 | 759 | 0.26% | 0.33% | 45 | -1,152 | -18.38% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,497 | 667 | 0.0% | 0.0% | 46 | +18 | 0.4% | Q2 2026 | Aug 19, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,425 | 656 | 0.03% | 0.03% | 47 | +39 | 0.89% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 4,050 | 601 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,022 | 596 | 0.0% | 0.0% | 49 | +1,823 | 82.9% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,925 | 594 | 0.0% | 0.0% | 50 | +2,357 | 150.32% | Q2 2026 | Jul 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,119 | 462 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,043 | 451 | 0.0% | 0.0% | 52 | +9 | 0.3% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,342 | 449 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,700 | 400 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smart Money Group LLC | History | Added to | 2,552 | 378 | 0.1% | 0.1% | 55 | +41 | 1.63% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,484 | 368 | 0.0% | 0.0% | 56 | +9 | 0.36% | Q2 2026 | Sep 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,419 | 359 | 0.0% | 0.0% | 57 | -347 | -12.55% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,337 | 347 | 0.01% | 0.03% | 58 | -2,554 | -52.22% | Q2 2026 | Aug 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 2,104 | 312 | 0.17% | 0.17% | 59 | -98 | -4.45% | Q2 2026 | Jul 24, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 2,068 | 306 | 0.04% | 0.04% | 60 | +2 | 0.1% | Q2 2026 | Jul 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,972 | 292 | 0.02% | 0.03% | 61 | -29 | -1.45% | Q2 2026 | Aug 05, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 1,787 | 265 | 0.12% | 0.12% | 62 | +8 | 0.45% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,783 | 264 | 0.02% | 0.02% | 63 | -4 | -0.22% | Q2 2026 | Sep 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 1,768 | 262 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | Reduced | 1,780 | 239 | 0.0% | 0.0% | 65 | -88 | -4.71% | Q2 2026 | Aug 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 1,585 | 235 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daviman Financial, LLC | History | No change | 1,548 | 229 | 0.13% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAM GROUP, INC. | History | No change | 1,445 | 214 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 1,375 | 204 | 0.0% | — | 69 | +1,375 | New | Q2 2026 | Sep 23, 2026 |
| Summit Financial, LLC | History | New | 1,372 | 203 | 0.0% | — | 70 | +1,372 | New | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,045 | 155 | 0.0% | 0.0% | 71 | -81 | -7.19% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 946 | 140 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 866 | 128 | 0.0% | 0.0% | 73 | -109 | -11.18% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 815 | 120 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 707 | 105 | 0.0% | 0.0% | 75 | -1,008 | -58.78% | Q2 2026 | Aug 12, 2026 |
| Pacific Center for Financial Services | History | Added to | 554 | 82 | 0.02% | 0.02% | 76 | +1 | 0.18% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 432 | 64 | 0.0% | 0.0% | 77 | -1 | -0.23% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 343 | 50 | 0.09% | — | 79 | +343 | New | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 340 | 50 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 312 | 46 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 210 | 31 | 0.0% | — | 81 | +209 | 20900.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 204 | 30 | 0.01% | 0.01% | 82 | +18 | 9.68% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 175 | 25 | 0.0% | — | 84 | +175 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 175 | 25 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 22 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 107 | 15 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHP Wealth Management | History | No change | 100 | 14 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 70 | 10 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 65 | 9 | 0.0% | — | 91 | +65 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | New | 63 | 9 | 0.0% | — | 90 | +63 | New | Q2 2026 | Jul 01, 2026 |
| IFP Advisors, Inc | History | New | 37 | 5 | 0.0% | — | 92 | +37 | New | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 28 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 10 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,190 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,677 | -100.0% | Q2 2026 | Sep 02, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -775 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1 | 0 | — | 0.0% | — | -45 | -97.83% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |