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Vanguard US Value Factor ETF

94 hedge funds and large institutions have $339M 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, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more capital invested

Capital invested by funds: $334M → $339M (+$5.16M)

0% more funds holding

Funds holding: 9494 (0)

0.55% less ownership

Funds ownership: 45.56%45.01% (-0.55%)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
10
Increased
28
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$363K +$373K +2,700 New
FIA
52
Foundations Investment Advisors
Arizona
$357K +$367K +2,653 New
SMG
53
Smart Money Group
Texas
$338K +$1.11K +8 +0.3%
IWC
54
Integrated Wealth Concepts
Massachusetts
$333K +$42.6K +308 +14%
MWM
55
Melfa Wealth Management
Massachusetts
$296K +$6.5K +47 +2%
QCM
56
Quantinno Capital Management
New York
$296K +$68.3K +494 +29%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$295K +$303K +2,190 New
WRPWM
58
Werba Rubin Papier Wealth Management
California
$278K +$70.5K +510 +33%
MFWP
59
Mosaic Family Wealth Partners
Missouri
$269K -$14.4K -104 -5%
WIA
60
World Investment Advisors
California
$251K
PFBT
61
Parkside Financial Bank & Trust
Missouri
$241K -$2.9K -21 -1%
EWA
62
Exit Wealth Advisors
Georgia
$239K +$1.24K +9 +0.5%
MWA
63
Motive Wealth Advisors
Michigan
$238K -$24.1K -174 -9%
JP Morgan Chase
64
JP Morgan Chase
New York
$227K +$237K +1,715 New
Citadel Advisors
65
Citadel Advisors
Florida
$226K +$232K +1,677 New
LRIA
66
Leonard Rickey Investment Advisors
Washington
$213K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$212K -$156K -1,132 -42%
DF
68
Daviman Financial
Indiana
$208K -$57.2K -414 -21%
LG
69
LAM Group
Oregon
$195K +$200K +1,445 New
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$152K -$11.7K -85 -7%
Morgan Stanley
71
Morgan Stanley
New York
$131K +$9.81K +71 +8%
MNA
72
Manning & Napier Advisors
New York
$127K
ACA
73
Atlas Capital Advisors
Wyoming
$110K
MWC
74
MBM Wealth Consultants
Missouri
$104K +$107K +775 New
PCFFS
75
Pacific Center for Financial Services
California
$74.4K +$553 +4 +0.7%

VFVA Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q1 2026, worth a combined $339M — up 1.5% from $334M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFVA positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $3.69M. The largest seller was RFP Financial Group, exiting entirely with an estimated $4.67M sold.

  • 94 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $339M of Vanguard US Value Factor ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 10 funds opened new Vanguard US Value Factor ETF positions in Q1 2026 and 9 closed out, a net change of +1 holder.
  • The largest Vanguard US Value Factor ETF buyer in Q1 2026 was Equitable Holdings, an estimated $3.69M added.
  • The largest Vanguard US Value Factor ETF seller in Q1 2026 was RFP Financial Group, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2026.