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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

67 hedge funds and large institutions have $276M invested in Vanguard US Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
7
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$6.15M
2
EWA
2
EP Wealth Advisors
California
$4.67M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$9.05M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.05M
5
Jane Street
5
Jane Street
New York
$3.21M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$454K
2
SMG
2
Smart Money Group
Texas
$3.77M
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
CCP
4
Cassia Capital Partners
North Carolina
$260K
5
RWP
5
RWA Wealth Partners
Massachusetts
$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kathmere Capital Management
Pennsylvania
$246K +$246K +2,472 New
DWM
52
Dakota Wealth Management
Florida
$239K – – –
PFBT
53
Parkside Financial Bank & Trust
Missouri
$219K – – –
Bank of America
54
Bank of America
North Carolina
$218K -$189K -1,900 -46%
LSA
55
Lansing Street Advisors
Pennsylvania
$216K – – –
IA
56
IFP Advisors
Florida
$108K – – –
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$94.1K – – –
ACA
58
Atlas Capital Advisors
Wyoming
$81.2K -$41.3K -414 -34%
TWD
59
True Wealth Design
Ohio
$42.4K – – –
Morgan Stanley
60
Morgan Stanley
New York
$36.4K +$35.6K +357 +4,463%
CFGS
61
Concourse Financial Group Securities
Alabama
$21K – – –
HI
62
Harbour Investments
Wisconsin
$20.7K +$199 +2 +1%
PTC
63
Private Trust Company
Ohio
$14.9K +$9.97K +100 +200%
SIS
64
Strategic Investment Solutions
Illinois
$11.1K -$50.8K -475 -82%
GI
65
Gradient Investments
Minnesota
$204 – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$100 +$100 +1 New
Wells Fargo
67
Wells Fargo
California
$61 +$61 +1 New
GLR
68
Great Lakes Retirement
Ohio
– -$9.94M -102,525 Closed
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$1.15M -12,089 Closed
RJA
70
Raymond James & Associates
Florida
– -$732K -7,545 Closed
BPFA
71
Barnes Pettey Financial Advisors
Mississippi
– -$384K -3,958 Closed
MWM
72
Melfa Wealth Management
Massachusetts
– -$256K -2,636 Closed
RFG
73
RFP Financial Group
Georgia
– -$107K -1,101 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– -$44.9K -463 Closed
WPWM
75
Western Pacific Wealth Management
Illinois
– -$38.8K -400 Closed
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