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Vanguard US Value Factor ETF

90 hedge funds and large institutions have $365M invested in Vanguard US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 10 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$64.6M
2 +$56.4M
3 +$5.3M
4
EH
Equitable Holdings
New York
+$4.69M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
51
Crossmark Global Holdings
Texas
$349K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$345K
SMG
53
Smart Money Group
Texas
$318K
MWA
54
Motive Wealth Advisors
Michigan
$281K
US Bancorp
55
US Bancorp
Minnesota
$271K
MWM
56
Melfa Wealth Management
Massachusetts
$270K
MFWP
57
Mosaic Family Wealth Partners
Missouri
$269K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$267K
SFO
59
Stokes Family Office
Louisiana
$266K
EWA
60
Exit Wealth Advisors
Georgia
$256K
IWC
61
Integrated Wealth Concepts
Massachusetts
$253K
LG
62
LAM Group
Oregon
$253K
PFBT
63
Parkside Financial Bank & Trust
Missouri
$231K
WIA
64
World Investment Advisors
California
$227K
CIA
65
Compass Ion Advisors
Pennsylvania
$208K
LRIA
66
Leonard Rickey Investment Advisors
Washington
$202K
CT
67
Caldwell Trust
Florida
$178K
Morgan Stanley
68
Morgan Stanley
New York
$163K
HC
69
Hara Capital
Washington
$141K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$127K
MNA
71
Manning & Napier Advisors
New York
$121K
PCFFS
72
Pacific Center for Financial Services
California
$70.1K
TWD
73
True Wealth Design
Ohio
$42.7K
RFP
74
Root Financial Partners
California
$32.1K
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$23.5K