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Vanguard US Value Factor ETF

93 hedge funds and large institutions have $286M invested in Vanguard US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

11% more funds holding

Funds holding: 8493 (+9)

2% more capital invested

Capital invested by funds: $281M → $286M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.47% less ownership

Funds ownership: 36.42%35.94% (-0.47%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
33
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$427K -$29.3K -238 -6%
Goldman Sachs
52
Goldman Sachs
New York
$386K
EWM
53
Empirical Wealth Management
Washington
$369K +$383K +3,119 New
SS
54
Sunbelt Securities
Texas
$358K
CIA
55
Compass Ion Advisors
Pennsylvania
$298K -$9.83K -80 -3%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$294K +$91.4K +744 +43%
GL
57
Graypoint LLC
New York
$286K -$10.4K -85 -3%
TRCT
58
Tower Research Capital (TRC)
New York
$280K +$291K +2,365 New
Osaic Holdings
59
Osaic Holdings
Arizona
$276K -$313K -2,546 -52%
GT
60
Glenmede Trust
Pennsylvania
$275K -$179K -1,458 -39%
MWA
61
Motive Wealth Advisors
Michigan
$260K
EFS
62
Essex Financial Services
Connecticut
$257K +$58.4K +475 +28%
QCM
63
Quantinno Capital Management
New York
$256K -$92.8K -755 -26%
MFWP
64
Mosaic Family Wealth Partners
Missouri
$254K -$983 -8 -0.4%
MWM
65
Melfa Wealth Management
Massachusetts
$252K +$1.97K +16 +0.8%
LG
66
LAM Group
Oregon
$237K
WIA
67
World Investment Advisors
California
$216K
NFC
68
Northstar Financial Companies
Pennsylvania
$201K +$209K +1,702 New
Morgan Stanley
69
Morgan Stanley
New York
$196K +$147K +1,199 +261%
CT
70
Caldwell Trust
Florida
$165K +$172K +1,396 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$131K -$6.76K -55 -5%
ACA
72
Atlas Capital Advisors
Wyoming
$96.5K
MIA
73
Milestone Investment Advisors
Wisconsin
$82.3K -$443K -3,602 -84%
PCFFS
74
Pacific Center for Financial Services
California
$64.4K +$246 +2 +0.4%
TWD
75
True Wealth Design
Ohio
$50.3K

VFVA Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q4 2024, worth a combined $286M — up 1.9% from $281M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VFVA positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $10.3M. The largest seller was RWA Wealth Partners, cutting an estimated $8.08M.

  • 93 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $286M of Vanguard US Value Factor ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 14 funds opened new Vanguard US Value Factor ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $10.3M added.
  • The largest Vanguard US Value Factor ETF seller in Q4 2024 was RWA Wealth Partners, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2024.