VFVA icon

Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

71 hedge funds and large institutions have $242M invested in Vanguard US Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
16
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAP
1
Milestone Advisory Partners
North Carolina
$7.13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07M
3
SIS
3
Strategic Investment Solutions
Illinois
$674K
4
SFO
4
Stokes Family Office
Louisiana
$3.88M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$468K

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.62M
2
AHC
2
Anderson Hoagland & Co
Missouri
$24.8M
3
FA
3
Fortis Advisors
Pennsylvania
$5.64M
4
UB
4
UMB Bank
Missouri
$5.7M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$868K +$3.7K +37 +0.4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$840K +$34K +340 +4%
WWM
28
WT Wealth Management
Arizona
$813K -$111K -1,109 -12%
PAG
29
Private Advisor Group
New Jersey
$811K +$350K +3,500 +76%
E
30
ETFidea
New York
$788K -$22K -220 -3%
SIS
31
Strategic Investment Solutions
Illinois
$674K +$663K +6,448 +6,200%
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$666K +$29.1K +291 +5%
DADC
33
D.A. Davidson & Co
Montana
$627K – – –
UBS Group
34
UBS Group
Switzerland
$592K -$2.08M -20,765 -78%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$505K -$676 -7 -0.1%
GL
36
Graypoint LLC
New York
$495K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$491K -$1.54M -15,429 -76%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$468K +$468K +4,679 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$461K +$461K +4,611 New
KAS
40
Kestra Advisory Services
Texas
$454K -$14.1K -141 -3%
Bank of America
41
Bank of America
North Carolina
$409K +$190K +1,898 +87%
KCM
42
Kathmere Capital Management
Pennsylvania
$409K +$161K +1,612 +65%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$375K +$5.51K +55 +1%
LG
44
LAM Group
Oregon
$372K -$22.5K -225 -6%
Goldman Sachs
45
Goldman Sachs
New York
$326K – – –
WA
46
WBH Advisory
Maryland
$313K +$1.9K +19 +0.6%
SS
47
Sunbelt Securities
Texas
$311K – – –
CIA
48
Compass Ion Advisors
Pennsylvania
$296K -$160K -1,599 -35%
MFWP
49
Mosaic Family Wealth Partners
Missouri
$292K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$291K -$406K -4,057 -58%
1
2
3