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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

76 hedge funds and large institutions have $252M invested in Vanguard US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
21
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$6.68M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$6.68M
3
CAM
3
Cresset Asset Management
Illinois
$1.35M
4
TC
4
Trilogy Capital
California
$763K
5
ACM
5
Armbruster Capital Management
New York
$48.3M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$60.5K
2
LPL Financial
2
LPL Financial
California
$1.16M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$943K
4
SP
4
Symmetry Partners
Connecticut
$22M
5
RWP
5
RWA Wealth Partners
Massachusetts
$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
51
Mosaic Family Wealth Partners
Missouri
$284K -$45K -399 -14%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$281K -$790 -7 -0.3%
DWM
53
Dakota Wealth Management
Florida
$270K – – –
CPIG
54
Chicago Partners Investment Group
Illinois
$257K -$15.2K -137 -6%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$241K +$113 +1 +0%
JIC
56
Joel Isaacson & Co
New York
$228K +$228K +2,027 New
MWM
57
Melfa Wealth Management
Massachusetts
$216K +$216K +1,920 New
PFBT
58
Parkside Financial Bank & Trust
Missouri
$196K – – –
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$107K – – –
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$106K – – –
ACA
61
Atlas Capital Advisors
Wyoming
$91.8K – – –
Morgan Stanley
62
Morgan Stanley
New York
$82.6K +$41.4K +367 +101%
PCFFS
63
Pacific Center for Financial Services
California
$60.5K -$6.41M -56,968 -99%
TWD
64
True Wealth Design
Ohio
$47.9K – – –
IA
65
IFP Advisors
Florida
$25K – – –
HI
66
Harbour Investments
Wisconsin
$23.5K – – –
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$20.1K +$20.1K +178 New
ASN
68
Advisory Services Network
Georgia
$17.6K +$17.6K +156 New
PTC
69
Private Trust Company
Ohio
$16.9K – – –
SIS
70
Strategic Investment Solutions
Illinois
$16.8K -$723K -6,403 -98%
GRP
71
Global Retirement Partners
California
$14.7K +$14.7K +135 New
PS
72
Principal Securities
Iowa
$11.3K +$11.3K +100 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$7.21K +$7.1K +63 +6,300%
DFA
74
DHJJ Financial Advisors
Illinois
$3.16K – – –
GI
75
Gradient Investments
Minnesota
$233 -$5.94K -51 -96%
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