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Vanguard US Value Factor ETF

87 hedge funds and large institutions have $231M invested in Vanguard US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 38.21%37.43% (-0.78%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

6% less funds holding

Funds holding: 9387 (-6)

17% less capital invested

Capital invested by funds: $279M → $231M (-$48M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
29
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$360K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$346K -$1.08M -9,708 -77%
CGH
53
Crossmark Global Holdings
Texas
$324K +$3.35K +30 +1%
SMG
54
Smart Money Group
Texas
$294K -$50K -448 -15%
GAM
55
Gotham Asset Management
New York
$290K -$3.33M -29,893 -62%
GL
56
Graypoint LLC
New York
$286K
TSS
57
Two Sigma Securities
New York
$273K +$257K +2,308 New
SFO
58
Stokes Family Office
Louisiana
$267K -$5.46K -49 -2%
MWA
59
Motive Wealth Advisors
Michigan
$260K
MFWP
60
Mosaic Family Wealth Partners
Missouri
$251K
MWM
61
Melfa Wealth Management
Massachusetts
$246K +$1.9K +17 +0.8%
Morgan Stanley
62
Morgan Stanley
New York
$241K +$105K +946 +87%
LG
63
LAM Group
Oregon
$237K
CIA
64
Compass Ion Advisors
Pennsylvania
$236K +$1.23K +11 +0.6%
PFBT
65
Parkside Financial Bank & Trust
Missouri
$220K
WIA
66
World Investment Advisors
California
$215K -$223 -2 -0.1%
CT
67
Caldwell Trust
Florida
$165K
MWM
68
MorganRosel Wealth Management
Colorado
$129K -$6.07M -54,449 -98%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$124K
HC
70
Hara Capital
Washington
$122K +$7.81K +70 +7%
ACA
71
Atlas Capital Advisors
Wyoming
$96.4K
PCFFS
72
Pacific Center for Financial Services
California
$64.8K +$223 +2 +0.4%
TWD
73
True Wealth Design
Ohio
$47.8K -$2.34K -21 -5%
AAS
74
Ameritas Advisory Services
Nebraska
$41.8K +$39.4K +353 New
Jones Financial Companies
75
Jones Financial Companies
Missouri
$36.2K +$34.1K +306 New

VFVA Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q2 2025, worth a combined $231M — down 17% from $279M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VFVA and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was UBS Group, adding an estimated $5M. The largest seller was RWA Wealth Partners, cutting an estimated $43.4M.

  • 87 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q2 2025, down from 93 in Q1 2025.
  • Funds reported $231M of Vanguard US Value Factor ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new Vanguard US Value Factor ETF positions in Q2 2025 and 12 closed out, a net change of -4 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q2 2025 was UBS Group, an estimated $5M added.
  • The largest Vanguard US Value Factor ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $43.4M sold.

Based on aggregated 13F filings for Q2 2025.