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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

70 hedge funds and large institutions have $311M invested in Vanguard US Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.12%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
7
Increased
22
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$4M
2
LPL Financial
LPL Financial
California
+$2.81M
3
SFO
Stokes Family Office
Louisiana
+$2.36M
4
UBS Group
UBS Group
Switzerland
+$2.09M
5
AFM
Andesa Financial Management
Pennsylvania
+$1.18M

Top Sellers

1
SMG
Smart Money Group
Texas
-$6.97M
2
SP
Symmetry Partners
Connecticut
-$6.04M
3
Jane Street
Jane Street
New York
-$4.29M
4
EWA
EP Wealth Advisors
California
-$3.41M
5
RWP
RWA Wealth Partners
Massachusetts
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
51
Mosaic Family Wealth Partners
Missouri
$287K +$97 +1 +0%
MWM
52
Melfa Wealth Management
Massachusetts
$256K +$1.26K +13 +0.5%
DWM
53
Dakota Wealth Management
Florida
$232K – – –
PFBT
54
Parkside Financial Bank & Trust
Missouri
$213K – – –
LSA
55
Lansing Street Advisors
Pennsylvania
$210K +$1.45K +15 +0.7%
ACA
56
Atlas Capital Advisors
Wyoming
$119K – – –
RFG
57
RFP Financial Group
Georgia
$107K +$47.1K +486 +79%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$91.5K -$2.72K -28 -3%
IA
59
IFP Advisors
Florida
$84.8K +$84.8K +1,079 New
SIS
60
Strategic Investment Solutions
Illinois
$56.2K +$56.2K +579 New
AAS
61
Ameritas Advisory Services
Nebraska
$44.9K +$44.9K +463 New
TWD
62
True Wealth Design
Ohio
$41.2K – – –
WPWM
63
Western Pacific Wealth Management
Illinois
$38.8K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$20.5K – – –
ASN
65
Advisory Services Network
Georgia
$20.1K – – –
HI
66
Harbour Investments
Wisconsin
$20K +$97 +1 +0.5%
PTC
67
Private Trust Company
Ohio
$4.85K +$4.85K +50 New
Morgan Stanley
68
Morgan Stanley
New York
$776 – – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$320 +$26 +270 +9%
GI
70
Gradient Investments
Minnesota
$197 – – –
Wells Fargo
71
Wells Fargo
California
$63 -$99 -1 Closed
TWA
72
Tillar-Wenstrup Advisors
Ohio
– -$3.3M -33,483 Closed
MWM
73
Merriman Wealth Management
Washington
– -$1.17M -11,865 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$241K -2,446 Closed
IAIM
75
International Assets Investment Management
Florida
– -$225K -2,290 Closed
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