VFVA icon

Vanguard US Value Factor ETF

93 hedge funds and large institutions have $279M 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, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $286M → $279M (-$7.22M)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$1.39M
Cerity Partners
27
Cerity Partners
New York
$1.35M
VWA
28
Visionary Wealth Advisors
Illinois
$1.24M
CAG
29
Compass Advisory Group
New York
$1.2M
CBT
30
CoreFirst Bank & Trust
Kansas
$1.07M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M
WT
32
Whittier Trust
California
$1.02M
LIWM
33
Long Island Wealth Management
New York
$1.01M
PWM
34
Parkworth Wealth Management
California
$977K
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$890K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$861K
Mariner
37
Mariner
Kansas
$855K
UBS Group
38
UBS Group
Switzerland
$813K
CF
39
Centaurus Financial
California
$746K
PAG
40
Private Advisor Group
New Jersey
$708K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$707K
RA
42
Rockingstone Advisors
Massachusetts
$701K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$657K
DADC
44
D.A. Davidson & Co
Montana
$645K
KCM
45
Kathmere Capital Management
Pennsylvania
$595K
FPGK
46
Financial Partners Group (Kansas)
Kansas
$594K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$591K
GAM
48
Gotham Asset Management
New York
$500K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$421K
OPS
50
Orion Portfolio Solutions
Nebraska
$414K