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Vanguard US Value Factor ETF
VFVA

93 hedge funds and large institutions have $286M invested in Vanguard US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

11% more funds holding

Funds holding: 84 → 93 (+9)

2% more capital invested

Capital invested by funds: $281M → $286M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.47% less ownership

Funds ownership: 36.42% → 35.94% (-0.47%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
33
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
2
LGA
Lebenthal Global Advisors
New York
+$3.17M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$1.62M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.4M
5
Brown Advisory
Brown Advisory
Maryland
+$1.17M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$8.08M
2
Two Sigma Investments
Two Sigma Investments
New York
-$848K
3
RA
Rockingstone Advisors
Massachusetts
-$454K
4
MIA
Milestone Investment Advisors
Wisconsin
-$443K
5
ME
McIlrath & Eck
Washington
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.13M +$84.8K +690 +8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.12M +$454K +3,694 +64%
WT
28
Whittier Trust
California
$1.05M +$5.16K +42 +0.5%
PWM
29
Parkworth Wealth Management
California
$1M +$1.04M +8,487 New
CAG
30
Compass Advisory Group
New York
$976K +$3.44K +28 +0.3%
CBT
31
CoreFirst Bank & Trust
Kansas
$964K +$195K +1,590 +24%
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$949K -$47.8K -389 -5%
RA
33
Rockingstone Advisors
Massachusetts
$906K -$454K -3,697 -33%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$883K +$90.7K +738 +11%
UBS Group
35
UBS Group
Switzerland
$867K +$105K +852 +13%
LIWM
36
Long Island Wealth Management
New York
$843K +$27.4K +223 +3%
Mariner
37
Mariner
Kansas
$815K -$1.48K -12 -0.2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$734K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$725K -$104K -843 -12%
PAG
40
Private Advisor Group
New Jersey
$722K +$1.6K +13 +0.2%
DADC
41
D.A. Davidson & Co
Montana
$677K – – –
CF
42
Centaurus Financial
California
$674K +$18.8K +153 +3%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$658K -$164K -1,333 -19%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$619K – – –
HC
45
Hara Capital
Washington
$565K +$268K +2,183 +84%
KCM
46
Kathmere Capital Management
Pennsylvania
$524K +$15.1K +123 +3%
Jane Street
47
Jane Street
New York
$487K +$505K +4,110 New
KAS
48
Kestra Advisory Services
Texas
$451K -$17.3K -141 -4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$437K +$246 +2 +0.1%
BCI
50
Brinker Capital Investments
Pennsylvania
$427K -$29.3K -238 -6%
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VFVA Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q4 2024, worth a combined $286M — up 1.9% from $281M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VFVA positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $10.3M. The largest seller was RWA Wealth Partners, cutting an estimated $8.08M.

  • 93 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $286M of Vanguard US Value Factor ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 14 funds opened new Vanguard US Value Factor ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $10.3M added.
  • The largest Vanguard US Value Factor ETF seller in Q4 2024 was RWA Wealth Partners, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2024.