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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

78 hedge funds and large institutions have $340M invested in Vanguard US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
1.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
23
Increased
28
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMG
1
Smart Money Group
Texas
$22.7M
2
Jane Street
2
Jane Street
New York
$5.21M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3M
4
MWM
4
MorganRosel Wealth Management
Colorado
$5.81M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.01M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$71.6M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$24.1M
3
UB
3
UMB Bank
Missouri
$13.1M
4
AFM
4
Andesa Financial Management
Pennsylvania
$2M
5
UBS Group
5
UBS Group
Switzerland
$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$1.73M +$40K +405 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.52M +$35.5K +360 +2%
RA
28
Rockingstone Advisors
Massachusetts
$1.26M +$1.26M +12,770 New
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M -$33.7K -342 -3%
MWM
30
Merriman Wealth Management
Washington
$1.17M -$97.3K -986 -8%
WWM
31
WT Wealth Management
Arizona
$1.15M +$2.76K +28 +0.2%
CAN
32
Claraphi Advisory Network
United States
$1.05M +$1.05M +10,660 New
E
33
ETFidea
New York
$1.05M +$39K +395 +4%
CAG
34
Compass Advisory Group
New York
$1.03M +$130K +1,243 +15%
TRCT
35
Tower Research Capital (TRC)
New York
$975K +$975K +9,885 New
OPS
36
Orion Portfolio Solutions
Nebraska
$851K +$394K +3,997 +86%
WT
37
Whittier Trust
California
$812K +$812K +8,233 New
CPO
38
Cerity Partners OCIO
New York
$780K +$289K +2,935 +59%
RJA
39
Raymond James & Associates
Florida
$744K +$11.1K +112 +2%
DADC
40
D.A. Davidson & Co
Montana
$618K – – –
FPGK
41
Financial Partners Group (Kansas)
Kansas
$571K +$52K +479 +10%
GL
42
Graypoint LLC
New York
$493K – – –
Cerity Partners
43
Cerity Partners
New York
$461K +$203K +2,054 +78%
KAS
44
Kestra Advisory Services
Texas
$461K +$40.3K +408 +10%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$425K +$4.93K +50 +1%
BPFA
46
Barnes Pettey Financial Advisors
Mississippi
$400K -$35.9K -364 -8%
LG
47
LAM Group
Oregon
$343K +$343K +3,480 New
Goldman Sachs
48
Goldman Sachs
New York
$322K – – –
SS
49
Sunbelt Securities
Texas
$315K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$299K +$299K +3,031 New
1
2
3 4