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Vanguard US Value Factor ETF

88 hedge funds and large institutions have $232M invested in Vanguard US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $279M → $232M (-$46.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
88
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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.1M
WT
27
Whittier Trust
California
$1.06M
PWM
28
Parkworth Wealth Management
California
$1.01M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$963K
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$929K
Bank of America
31
Bank of America
North Carolina
$867K
Mariner
32
Mariner
Kansas
$862K
LIWM
33
Long Island Wealth Management
New York
$848K
CF
34
Centaurus Financial
California
$818K
Financial Engines Advisors
35
Financial Engines Advisors
California
$774K
FTUS
36
Flow Traders U.S.
New York
$772K
SCM
37
Stonehearth Capital Management
Massachusetts
$770K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$734K
PAG
39
Private Advisor Group
New Jersey
$725K
KCM
40
Kathmere Capital Management
Pennsylvania
$719K
RA
41
Rockingstone Advisors
Massachusetts
$718K
DADC
42
D.A. Davidson & Co
Montana
$669K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$636K
FPGK
44
Financial Partners Group (Kansas)
Kansas
$618K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$574K
TRCT
46
Tower Research Capital (TRC)
New York
$540K
EFS
47
Essex Financial Services
Connecticut
$478K
BCI
48
Brinker Capital Investments
Pennsylvania
$421K
Goldman Sachs
49
Goldman Sachs
New York
$386K
EWM
50
Empirical Wealth Management
Washington
$369K