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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

52 hedge funds and large institutions have $219M invested in Vanguard US Value Factor ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+13
Holders Change %
+33.33%
% of All Funds
0.91%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
23
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$9.11M
2
PWS
Paragon Wealth Strategies
Florida
+$6.68M
3
RCS
Retirement Capital Strategies
California
+$4.27M
4
MWM
MorganRosel Wealth Management
Colorado
+$4.25M
5
CIA
Compass Ion Advisors
Pennsylvania
+$3.91M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$5.31M
2
ACM
Armbruster Capital Management
New York
-$587K
3
GL
Graypoint LLC
New York
-$59.8K
4
AIC
Ameritas Investment Company
Nebraska
-$28.5K
5
Bank of America
Bank of America
North Carolina
-$25K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
26
Mosaic Family Wealth
Missouri
$673K +$444K +4,448 +194%
DADC
27
D.A. Davidson & Co
Montana
$648K – – –
SFG
28
Sovereign Financial Group
Connecticut
$530K – – –
QAM
29
QCI Asset Management
New York
$529K – – –
GL
30
Graypoint LLC
New York
$506K -$59.8K -600 -11%
VWA
31
Visionary Wealth Advisors
Illinois
$472K +$168K +1,679 +55%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$438K +$64.4K +646 +17%
PIG
33
Pantheon Investment Group
California
$413K +$413K +4,143 New
Citadel Advisors
34
Citadel Advisors
Florida
$411K +$411K +4,116 New
FTUS
35
Flow Traders U.S.
New York
$377K +$377K +3,777 New
ACA
36
Atlas Capital Advisors
Wyoming
$374K +$66K +661 +21%
PJSIMP
37
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K +$24.5K +253 +8%
SS
38
Sunbelt Securities
Texas
$299K – – –
Cerity Partners
39
Cerity Partners
New York
$262K – – –
SAM
40
Secure Asset Management
Michigan
$241K +$4.59K +46 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$234K +$195K +1,964 +493%
KAS
42
Kestra Advisory Services
Texas
$216K +$216K +2,160 New
Bank of America
43
Bank of America
North Carolina
$203K -$25K -250 -11%
PIFP
44
Partners in Financial Planning
Virginia
$201K +$201K +2,012 New
PFBT
45
Parkside Financial Bank & Trust
Missouri
$135K – – –
UBS Group
46
UBS Group
Switzerland
$68K +$68K +683 New
TIM
47
Tortoise Investment Management
New York
$13K +$13K +130 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +62 New
FPW
49
Flagship Private Wealth
Massachusetts
$5.89K +$5.89K +60 New
APA
50
American Portfolios Advisors
New York
$1.7K +$1.7K +17 New
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