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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

51 hedge funds and large institutions have $197M invested in Vanguard US Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.9%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
7
Increased
22
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FRA
1
Frank Rimerman Advisors
California
$9.89M
2
PWS
2
Paragon Wealth Strategies
Florida
$27.7M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$11.8M
4
SWM
4
Soundmark Wealth Management
Washington
$10.6M
5
WA
5
WBH Advisory
Maryland
$793K

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$7.28M
2
CCP
2
Cassia Capital Partners
North Carolina
$0
3
RCS
3
Retirement Capital Strategies
California
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$322K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Titus Wealth Management
California
$557K +$557K +5,630 New
QAM
27
QCI Asset Management
New York
$524K – – –
GL
28
Graypoint LLC
New York
$502K – – –
OPS
29
Orion Portfolio Solutions
Nebraska
$475K -$245K -2,473 -34%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$461K +$120K +1,155 +35%
ACA
31
Atlas Capital Advisors
Wyoming
$433K +$62.3K +630 +17%
PIG
32
Pantheon Investment Group
California
$420K +$25K +262 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$338K -$69.3K -700 -17%
Goldman Sachs
34
Goldman Sachs
New York
$322K -$3M -30,380 -90%
SS
35
Sunbelt Securities
Texas
$299K – – –
KAS
36
Kestra Advisory Services
Texas
$297K +$83.7K +847 +39%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$279K -$630K -6,373 -69%
Cerity Partners
38
Cerity Partners
New York
$259K – – –
SAM
39
Secure Asset Management
Michigan
$250K +$11.7K +118 +5%
WWM
40
WT Wealth Management
Arizona
$240K +$240K +2,425 New
Osaic Holdings
41
Osaic Holdings
Arizona
$233K +$197 +2 +0.1%
PIFP
42
Partners in Financial Planning
Virginia
$203K +$3.66K +37 +2%
Bank of America
43
Bank of America
North Carolina
$201K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$184K -$2.83M -28,620 -94%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$134K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$93K +$93K +944 New
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$26.4K +$26.4K +267 New
FA
48
Flagstar Advisors
New York
$21K +$21K +216 New
APA
49
American Portfolios Advisors
New York
$1.68K – – –
CCP
50
Cassia Capital Partners
North Carolina
– -$7.14M -71,541 Closed
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2
3