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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

83 hedge funds and large institutions have $279M invested in Vanguard US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
32
Reduced
27
Closed
4
Calls
–
Puts
$45K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
SMF
1
Sterling Manor Financial
New York
$15.5M
2
UBS Group
2
UBS Group
Switzerland
$4.27M
3
AHC
3
Anderson Hoagland & Co
Missouri
$29.9M
4
CF
4
Centaurus Financial
California
$590K
5
SFO
5
Stokes Family Office
Louisiana
$5.21M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.27M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.27M
3
SP
3
Symmetry Partners
Connecticut
$21.1M
4
SWM
4
Soundmark Wealth Management
Washington
$2.47M
5
TC
5
Trilogy Capital
California
$224K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$310K 2,600 +2,600 New
MFWP
52
Mosaic Family Wealth Partners
Missouri
$301K 2,518 – –
DWM
53
Dakota Wealth Management
Florida
$286K 2,395 – –
MWM
54
Melfa Wealth Management
Massachusetts
$271K 2,275 +355 +18%
CPIG
55
Chicago Partners Investment Group
Illinois
$267K 2,329 +12 +0.5%
LG
56
LAM Group
Oregon
$267K 2,235 -505 -18%
MWA
57
Motive Wealth Advisors
Michigan
$263K 2,200 +2,200 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$257K 2,156 +2,156 New
Two Sigma Investments
59
Two Sigma Investments
New York
$227K 1,900 -1,400 -42%
TC
60
Trilogy Capital
California
$224K 1,879 -4,895 -72%
Mariner
61
Mariner
Kansas
$217K 1,822 +1,822 New
JIC
62
Joel Isaacson & Co
New York
$212K 1,777 -250 -12%
NA
63
NewEdge Advisors
Louisiana
$210K 1,762 +1,762 New
PFBT
64
Parkside Financial Bank & Trust
Missouri
$208K 1,743 – –
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$110K 944 – –
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$101K 851 +851 New
ACA
67
Atlas Capital Advisors
Wyoming
$97.3K 815 – –
MIA
68
Milestone Investment Advisors
Wisconsin
$89.6K 751 +751 New
JFA
69
JNBA Financial Advisors
Minnesota
$67.9K 569 +569 New
PCFFS
70
Pacific Center for Financial Services
California
$64.2K 538 +1 +0.2%
TWD
71
True Wealth Design
Ohio
$50.7K 425 – –
Morgan Stanley
72
Morgan Stanley
New York
$43.7K 366 -366 -50%
HI
73
Harbour Investments
Wisconsin
$24.9K 209 – –
CA
74
CoreCap Advisors
Michigan
$22.2K 186 +186 New
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$21.4K 179 +1 +0.6%
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