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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

67 hedge funds and large institutions have $276M invested in Vanguard US Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
7
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$6.15M
2
EWA
2
EP Wealth Advisors
California
$4.67M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$9.05M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.05M
5
Jane Street
5
Jane Street
New York
$3.21M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$454K
2
SMG
2
Smart Money Group
Texas
$3.77M
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
CCP
4
Cassia Capital Partners
North Carolina
$260K
5
RWP
5
RWA Wealth Partners
Massachusetts
$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$1.35M +$919K +9,225 +214%
RA
27
Rockingstone Advisors
Massachusetts
$1.25M – – –
FTUS
28
Flow Traders U.S.
New York
$1.18M +$1.18M +11,886 New
CAG
29
Compass Advisory Group
New York
$984K +$4.09K +41 +0.4%
WWM
30
WT Wealth Management
Arizona
$920K -$96.7K -970 -10%
WT
31
Whittier Trust
California
$860K +$4.88K +49 +0.6%
E
32
ETFidea
New York
$806K -$229K -2,299 -22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$803K +$27.2K +273 +4%
Citadel Advisors
34
Citadel Advisors
Florida
$694K -$1.05M -10,505 -60%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$635K +$635K +6,367 New
DADC
36
D.A. Davidson & Co
Montana
$624K – – –
FPGK
37
Financial Partners Group (Kansas)
Kansas
$556K -$2.02K -19 -0.4%
TRCT
38
Tower Research Capital (TRC)
New York
$533K +$66K +662 +14%
GL
39
Graypoint LLC
New York
$493K -$4.98K -50 -1%
PAG
40
Private Advisor Group
New Jersey
$476K – – –
KAS
41
Kestra Advisory Services
Texas
$467K +$3.39K +34 +0.7%
CIA
42
Compass Ion Advisors
Pennsylvania
$454K -$23.4M -234,683 -98%
LG
43
LAM Group
Oregon
$393K +$6.98K +70 +2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$368K +$368K +3,691 New
Goldman Sachs
45
Goldman Sachs
New York
$325K – – –
SS
46
Sunbelt Securities
Texas
$310K – – –
WA
47
WBH Advisory
Maryland
$310K -$106K -1,060 -25%
MFWP
48
Mosaic Family Wealth Partners
Missouri
$291K -$3.79K -38 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$266K -$63.6K -637 -19%
CCP
50
Cassia Capital Partners
North Carolina
$260K -$8.7M -87,286 -97%
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