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Vanguard US Value Factor ETF

89 hedge funds and large institutions have $365M invested in Vanguard US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

58% more capital invested

Capital invested by funds: $231M → $365M (+$134M)

14.79% more ownership

Funds ownership: 37.43%52.22% (+15%)

2% more funds holding

Funds holding: 8789 (+2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
24
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.27M -$143K -1,154 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.17M -$17.3K -139 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.17M +$126K +1,011 +12%
WT
29
Whittier Trust
California
$1.16M +$4.1K +33 +0.4%
SC
30
Savant Capital
Illinois
$1.1M +$1.07M +8,609 New
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$13K +105 +1%
LIWM
32
Long Island Wealth Management
New York
$999K +$82.2K +662 +9%
RA
33
Rockingstone Advisors
Massachusetts
$905K +$127K +1,025 +17%
KCM
34
Kathmere Capital Management
Pennsylvania
$901K +$123K +990 +16%
Mariner
35
Mariner
Kansas
$881K -$46.4K -374 -5%
CF
36
Centaurus Financial
California
$874K -$8.2K -66 -1%
FA
37
Fortis Advisors
Pennsylvania
$821K -$1M -8,060 -56%
SCM
38
Stonehearth Capital Management
Massachusetts
$820K -$10.2K -82 -1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$814K +$22.6K +182 +3%
PAG
40
Private Advisor Group
New Jersey
$782K +$1.24K +10 +0.2%
GIM
41
Glenmede Investment Management
Pennsylvania
$741K +$722K +5,810 New
DADC
42
D.A. Davidson & Co
Montana
$721K
Financial Engines Advisors
43
Financial Engines Advisors
California
$715K -$115K -930 -14%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$667K +$869 +7 +0.1%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$554K -$62.7K -505 -10%
EFS
46
Essex Financial Services
Connecticut
$542K +$26.2K +211 +5%
SS
47
Sunbelt Securities
Texas
$426K +$37.3K +300 +10%
Goldman Sachs
48
Goldman Sachs
New York
$416K
BCI
49
Brinker Capital Investments
Pennsylvania
$402K -$50.4K -406 -11%
EWM
50
Empirical Wealth Management
Washington
$398K

VFVA Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q3 2025, worth a combined $365M — up 58% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VFVA positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 34 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $62.9M. The largest seller was RWA Wealth Partners, cutting an estimated $3.35M.

  • 89 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $365M of Vanguard US Value Factor ETF stock for Q3 2025, up 58% quarter-over-quarter.
  • 15 funds opened new Vanguard US Value Factor ETF positions in Q3 2025 and 9 closed out, a net change of +6 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $62.9M added.
  • The largest Vanguard US Value Factor ETF seller in Q3 2025 was RWA Wealth Partners, an estimated $3.35M sold.

Based on aggregated 13F filings for Q3 2025.