VFVA icon

Vanguard US Value Factor ETF

90 hedge funds and large institutions have $365M invested in Vanguard US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$64.6M
2 +$56.4M
3 +$5.3M
4
EH
Equitable Holdings
New York
+$4.69M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.27M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.17M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.17M
WT
29
Whittier Trust
California
$1.16M
SC
30
Savant Capital
Illinois
$1.1M
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$1.02M
LIWM
32
Long Island Wealth Management
New York
$999K
RA
33
Rockingstone Advisors
Massachusetts
$905K
KCM
34
Kathmere Capital Management
Pennsylvania
$901K
Mariner
35
Mariner
Kansas
$881K
CF
36
Centaurus Financial
California
$874K
FA
37
Fortis Advisors
Pennsylvania
$821K
SCM
38
Stonehearth Capital Management
Massachusetts
$820K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$814K
PAG
40
Private Advisor Group
New Jersey
$782K
GIM
41
Glenmede Investment Management
Pennsylvania
$741K
DADC
42
D.A. Davidson & Co
Montana
$721K
Financial Engines Advisors
43
Financial Engines Advisors
California
$715K
FPGK
44
Financial Partners Group (Kansas)
Kansas
$667K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$554K
EFS
46
Essex Financial Services
Connecticut
$542K
SS
47
Sunbelt Securities
Texas
$426K
Goldman Sachs
48
Goldman Sachs
New York
$416K
BCI
49
Brinker Capital Investments
Pennsylvania
$402K
EWM
50
Empirical Wealth Management
Washington
$398K