Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935805US VALUE FACTRVFVAQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
9.2%
Max % of class reported
Institutional Holders
93
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Oct 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 6, 2025 | International City Management Association Retirement Corp | 13G | 9.2% | 506.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 499.2K | $67.19M |
| 2 | Armbruster Capital Management, Inc. | 432.0K | $58.15M |
| 3 | Anderson Hoagland & Co | 248.4K | $33.44M |
| 4 | Equitable Holdings, Inc. | 215.6K | $28.62M |
| 5 | Burrus Financial Services, Inc. | 198.5K | $26.72M |
| 6 | Menora Mivtachim Holdings Ltd. | 93.3K | $12.56M |
| 7 | Rwa Wealth Partners, LLC | 76.7K | $10.32M |
| 8 | Bank Of America Corp /De/ | 73.0K | $9.82M |
| 9 | Lpl Financial LLC | 67.0K | $9.02M |
| 10 | Sterling Manor Financial, LLC | 59.1K | $7.96M |