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Vanguard US Value Factor ETF

87 hedge funds and large institutions have $231M invested in Vanguard US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $279M → $231M (-$48M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
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
WT
26
Whittier Trust
California
$1.06M
PWM
27
Parkworth Wealth Management
California
$1.01M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$963K
KFGK
29
Keystone Financial Group (Kentucky)
Kentucky
$929K
Bank of America
30
Bank of America
North Carolina
$867K
Mariner
31
Mariner
Kansas
$862K
LIWM
32
Long Island Wealth Management
New York
$848K
CF
33
Centaurus Financial
California
$818K
Financial Engines Advisors
34
Financial Engines Advisors
California
$774K
FTUS
35
Flow Traders U.S.
New York
$772K
SCM
36
Stonehearth Capital Management
Massachusetts
$770K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$734K
PAG
38
Private Advisor Group
New Jersey
$725K
KCM
39
Kathmere Capital Management
Pennsylvania
$719K
RA
40
Rockingstone Advisors
Massachusetts
$718K
DADC
41
D.A. Davidson & Co
Montana
$669K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$636K
FPGK
43
Financial Partners Group (Kansas)
Kansas
$618K
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$574K
TRCT
45
Tower Research Capital (TRC)
New York
$540K
EFS
46
Essex Financial Services
Connecticut
$478K
BCI
47
Brinker Capital Investments
Pennsylvania
$421K
Goldman Sachs
48
Goldman Sachs
New York
$386K
EWM
49
Empirical Wealth Management
Washington
$369K
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$362K