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Vanguard US Value Factor ETF

93 hedge funds and large institutions have $338M invested in Vanguard US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

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
UBS Group
26
UBS Group
Switzerland
$1.33M
VWA
27
Visionary Wealth Advisors
Illinois
$1.25M
WT
28
Whittier Trust
California
$1.23M
SC
29
Savant Capital
Illinois
$1.18M
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$1.18M
LIWM
31
Long Island Wealth Management
New York
$1.16M
Two Sigma Investments
32
Two Sigma Investments
New York
$1.1M
HC
33
Hara Capital
Washington
$1.02M
KCM
34
Kathmere Capital Management
Pennsylvania
$1.01M
RA
35
Rockingstone Advisors
Massachusetts
$967K
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$954K
SCM
37
Stonehearth Capital Management
Massachusetts
$844K
Mariner
38
Mariner
Kansas
$808K
DADC
39
D.A. Davidson & Co
Montana
$752K
Financial Engines Advisors
40
Financial Engines Advisors
California
$738K
FPGK
41
Financial Partners Group (Kansas)
Kansas
$704K
CF
42
Centaurus Financial
California
$658K
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$603K
EFS
44
Essex Financial Services
Connecticut
$590K
PAG
45
Private Advisor Group
New Jersey
$545K
SS
46
Sunbelt Securities
Texas
$450K
EWM
47
Empirical Wealth Management
Washington
$420K
SA
48
Sanctuary Advisors
Indiana
$408K
BCI
49
Brinker Capital Investments
Pennsylvania
$372K
CIBC World Market
50
CIBC World Market
Ontario, Canada
$363K