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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

76 hedge funds and large institutions have $252M invested in Vanguard US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
21
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$6.68M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$6.68M
3
CAM
3
Cresset Asset Management
Illinois
$1.35M
4
TC
4
Trilogy Capital
California
$763K
5
ACM
5
Armbruster Capital Management
New York
$48.3M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$60.5K
2
LPL Financial
2
LPL Financial
California
$1.16M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$943K
4
SP
4
Symmetry Partners
Connecticut
$22M
5
RWP
5
RWA Wealth Partners
Massachusetts
$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$943K -$1.53M -13,549 -62%
PAG
27
Private Advisor Group
New Jersey
$913K – – –
KFGK
28
Keystone Financial Group (Kentucky)
Kentucky
$829K +$78.9K +700 +11%
LIWM
29
Long Island Wealth Management
New York
$773K +$773K +6,864 New
TC
30
Trilogy Capital
California
$763K +$763K +6,774 New
DADC
31
D.A. Davidson & Co
Montana
$695K -$10.1K -90 -1%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$589K – – –
E
33
ETFidea
New York
$581K -$306K -2,715 -34%
Osaic Holdings
34
Osaic Holdings
Arizona
$539K -$14.2K -126 -3%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$524K -$3.27K -29 -0.6%
KAS
36
Kestra Advisory Services
Texas
$515K +$3.61K +32 +0.7%
GL
37
Graypoint LLC
New York
$507K -$50.7K -450 -9%
GT
38
Glenmede Trust
Pennsylvania
$480K +$480K +4,257 New
WIA
39
World Investment Advisors
California
$466K +$466K +4,140 New
KCM
40
Kathmere Capital Management
Pennsylvania
$463K +$3.04K +27 +0.7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$423K +$676 +6 +0.2%
CBT
42
CoreFirst Bank & Trust
Kansas
$420K +$420K +3,724 New
Two Sigma Investments
43
Two Sigma Investments
New York
$372K +$90.1K +800 +32%
Goldman Sachs
44
Goldman Sachs
New York
$367K – – –
WA
45
WBH Advisory
Maryland
$355K +$2.37K +21 +0.7%
SS
46
Sunbelt Securities
Texas
$351K – – –
CIA
47
Compass Ion Advisors
Pennsylvania
$314K -$20.1K -178 -6%
LG
48
LAM Group
Oregon
$309K -$110K -980 -26%
HC
49
Hara Capital
Washington
$308K +$308K +2,735 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$292K -$918K -8,144 -76%
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