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Vanguard US Value Factor ETF

71 hedge funds and large institutions have $403M invested in Vanguard US Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.2%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
19
Increased
22
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$239K +$91 +1 +0%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$236K -$41.7K -457 -15%
PFBT
53
Parkside Financial Bank & Trust
Missouri
$228K +$104K +1,143 +84%
DWM
54
Dakota Wealth Management
Florida
$219K +$219K +2,395 New
Walleye Capital
55
Walleye Capital
New York
$218K +$218K +2,388 New
SG
56
StoneX Group
New York
$207K +$207K +2,263 New
OWM
57
OneAscent Wealth Management
Alabama
$206K -$1.66K -18 -0.8%
Bank of America
58
Bank of America
North Carolina
$200K
CS
59
Credit Suisse
Switzerland
$185K +$185K +2,028 New
ACA
60
Atlas Capital Advisors
Wyoming
$136K -$99.1K -1,085 -42%
TRCT
61
Tower Research Capital (TRC)
New York
$99K +$99K +1,082 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$86K +$86K +934 New
APA
63
American Portfolios Advisors
New York
$40.8K +$40.6K +445 +22,250%
WPWM
64
Western Pacific Wealth Management
Illinois
$36K
MCC
65
Money Concepts Capital
Florida
$21K
UBS Group
66
UBS Group
Switzerland
$21K +$21K +234 New
HI
67
Harbour Investments
Wisconsin
$18K +$18K +201 New
S
68
SignatureFD
Georgia
$15K
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$14K +$14K +155 New
CFGS
70
Concourse Financial Group Securities
Alabama
$10K +$10K +108 New
Morgan Stanley
71
Morgan Stanley
New York
$1K +$1K +8 New
PWS
72
Paragon Wealth Strategies
Florida
-$31.8M -297,587 Closed
FSA
73
Financial Sense Advisors
California
-$6.47M -60,628 Closed
RJT
74
Raymond James Trust
Florida
-$1.41M -13,229 Closed
CA
75
Calton & Associates
Florida
-$461K -4,325 Closed