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Vanguard US Value Factor ETF

88 hedge funds and large institutions have $232M invested in Vanguard US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $279M → $232M (-$46.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$362K
SS
52
Sunbelt Securities
Texas
$360K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$346K
CGH
54
Crossmark Global Holdings
Texas
$324K
SMG
55
Smart Money Group
Texas
$294K
GAM
56
Gotham Asset Management
New York
$290K
GL
57
Graypoint LLC
New York
$286K
TSS
58
Two Sigma Securities
New York
$273K
SFO
59
Stokes Family Office
Louisiana
$267K
MWA
60
Motive Wealth Advisors
Michigan
$260K
MFWP
61
Mosaic Family Wealth Partners
Missouri
$251K
MWM
62
Melfa Wealth Management
Massachusetts
$246K
Morgan Stanley
63
Morgan Stanley
New York
$241K
LG
64
LAM Group
Oregon
$237K
CIA
65
Compass Ion Advisors
Pennsylvania
$236K
PFBT
66
Parkside Financial Bank & Trust
Missouri
$220K
WIA
67
World Investment Advisors
California
$215K
CT
68
Caldwell Trust
Florida
$165K
MWM
69
MorganRosel Wealth Management
Colorado
$129K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$124K
HC
71
Hara Capital
Washington
$122K
ACA
72
Atlas Capital Advisors
Wyoming
$96.4K
PCFFS
73
Pacific Center for Financial Services
California
$64.8K
TWD
74
True Wealth Design
Ohio
$47.8K
AAS
75
Ameritas Advisory Services
Nebraska
$41.8K