VFVA icon

Vanguard US Value Factor ETF

91 hedge funds and large institutions have $257M invested in Vanguard US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
27
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$1.35M -$97.7K -857 -7%
VWA
27
Visionary Wealth Advisors
Illinois
$1.24M -$97.4K -854 -7%
CAG
28
Compass Advisory Group
New York
$1.2M +$261K +2,286 +28%
CBT
29
CoreFirst Bank & Trust
Kansas
$1.07M +$142K +1,245 +15%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.06M -$14.1K -124 -1%
WT
31
Whittier Trust
California
$1.02M +$4.45K +39 +0.4%
LIWM
32
Long Island Wealth Management
New York
$1.01M +$202K +1,771 +25%
PWM
33
Parkworth Wealth Management
California
$977K +$9.69K +85 +1%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$890K -$24.5K -215 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$861K +$10.6K +93 +1%
Mariner
36
Mariner
Kansas
$855K +$67K +588 +9%
UBS Group
37
UBS Group
Switzerland
$813K -$22.2K -195 -3%
CF
38
Centaurus Financial
California
$746K +$96.7K +848 +15%
PAG
39
Private Advisor Group
New Jersey
$708K +$12.8K +112 +2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$707K
RA
41
Rockingstone Advisors
Massachusetts
$701K -$172K -1,505 -20%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$657K -$40.8K -358 -6%
DADC
43
D.A. Davidson & Co
Montana
$645K -$7.41K -65 -1%
KCM
44
Kathmere Capital Management
Pennsylvania
$595K +$89.8K +788 +18%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$594K -$1.71K -15 -0.3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$591K -$42.8K -375 -7%
GAM
47
Gotham Asset Management
New York
$500K +$500K +48,529 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$421K +$114 +1 +0%
BCI
49
Brinker Capital Investments
Pennsylvania
$414K +$2.51K +22 +0.6%
OPS
50
Orion Portfolio Solutions
Nebraska
$414K +$2.51K +22 +0.6%