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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

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 38.21%37.43% (-0.78%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

6% less funds holding

Funds holding: 9387 (-6)

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
-6
Holders Change %
-6.45%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
29
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$1.06M +$4.79K +43 +0.5%
PWM
27
Parkworth Wealth Management
California
$1.01M -$446 -4 -0%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$963K +$64.8K +581 +8%
KFGK
29
Keystone Financial Group (Kentucky)
Kentucky
$929K +$5.58K +50 +0.6%
Bank of America
30
Bank of America
North Carolina
$867K +$531K +4,764 +185%
Mariner
31
Mariner
Kansas
$862K -$23.8K -213 -3%
LIWM
32
Long Island Wealth Management
New York
$848K -$192K -1,722 -19%
CF
33
Centaurus Financial
California
$818K +$42.2K +378 +6%
Financial Engines Advisors
34
Financial Engines Advisors
California
$774K -$1.34M -12,051 -65%
FTUS
35
Flow Traders U.S.
New York
$772K +$728K +6,526 New
SCM
36
Stonehearth Capital Management
Massachusetts
$770K +$726K +6,510 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$734K
PAG
38
Private Advisor Group
New Jersey
$725K -$9.59K -86 -1%
KCM
39
Kathmere Capital Management
Pennsylvania
$719K +$96.1K +862 +17%
RA
40
Rockingstone Advisors
Massachusetts
$718K -$9.03K -81 -1%
DADC
41
D.A. Davidson & Co
Montana
$669K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$636K -$43.2K -387 -7%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$618K +$1.11K +10 +0.2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$574K -$37.1K -333 -6%
TRCT
45
Tower Research Capital (TRC)
New York
$540K +$352K +3,152 +224%
EFS
46
Essex Financial Services
Connecticut
$478K +$71.3K +639 +19%
BCI
47
Brinker Capital Investments
Pennsylvania
$421K -$7.47K -67 -2%
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 -$83.5K -749 -20%

VFVA Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q2 2025, worth a combined $231M — down 17% from $279M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VFVA and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was UBS Group, adding an estimated $5M. The largest seller was RWA Wealth Partners, cutting an estimated $43.4M.

  • 87 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q2 2025, down from 93 in Q1 2025.
  • Funds reported $231M of Vanguard US Value Factor ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new Vanguard US Value Factor ETF positions in Q2 2025 and 12 closed out, a net change of -4 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q2 2025 was UBS Group, an estimated $5M added.
  • The largest Vanguard US Value Factor ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $43.4M sold.

Based on aggregated 13F filings for Q2 2025.