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Vanguard US Value Factor ETF

78 hedge funds and large institutions have $340M invested in Vanguard US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
1.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
23
Increased
28
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFWP
51
Mosaic Family Wealth Partners
Missouri
$291K +$291K +2,954 New
MWM
52
Melfa Wealth Management
Massachusetts
$259K +$259K +2,623 New
UBS Group
53
UBS Group
Switzerland
$249K -$548K -5,557 -69%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$241K -$53.8K -545 -18%
DWM
55
Dakota Wealth Management
Florida
$236K
PAG
56
Private Advisor Group
New Jersey
$227K +$227K +4,600 New
IAIM
57
International Assets Investment Management
Florida
$225K +$225K +2,290 New
AA
58
Alesco Advisors
New York
$224K +$224K +2,275 New
PFBT
59
Parkside Financial Bank & Trust
Missouri
$216K +$3.36K +34 +2%
Bank of America
60
Bank of America
North Carolina
$216K
LSA
61
Lansing Street Advisors
Pennsylvania
$212K
ACA
62
Atlas Capital Advisors
Wyoming
$121K
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$95.9K +$95.9K +972 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$75K +$75K +760 New
RFG
65
RFP Financial Group
Georgia
$60.6K +$60.6K +615 New
TWD
66
True Wealth Design
Ohio
$41.9K +$41.9K +425 New
WPWM
67
Western Pacific Wealth Management
Illinois
$39.5K
MCC
68
Money Concepts Capital
Florida
$26.2K +$4.34K +44 +20%
CFGS
69
Concourse Financial Group Securities
Alabama
$20.8K +$10.2K +103 +95%
ASN
70
Advisory Services Network
Georgia
$20.4K +$20.4K +207 New
HI
71
Harbour Investments
Wisconsin
$20.2K +$394 +4 +2%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$4K +$4K +36 New
Morgan Stanley
73
Morgan Stanley
New York
$789
GI
74
Gradient Investments
Minnesota
$199 +$199 +2 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$197