Vanguard US Value Factor ETF
VFVA
72 hedge funds and large institutions have $419M invested in Vanguard US Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
31.61% more ownership
Funds ownership: 70.46% → 102.07% (+32%)
25% more capital invested
Capital invested by funds: $336M → $419M (+$83.4M)
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
9% more funds holding
Funds holding: 66 → 72 (+6)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$169M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.95M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.56M |
| 4 |
Jane Street
New York
|
+$2.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
76
Calton & Associates
Tampa,
Florida
| – | -$461K | -4,325 | Closed |
|
77
Truist Financial
Charlotte,
North Carolina
| – | -$434K | -4,063 | Closed |
|
|
BOPW
78
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$277K | -2,604 | Closed |
|
|
SAM
79
Secure Asset Management
Troy,
Michigan
| – | -$272K | -2,551 | Closed |
|
|
PIFP
80
Partners in Financial Planning
Salem,
Virginia
| – | -$252K | -2,433 | Closed |
|
|
KAS
81
Kestra Advisory Services
Austin,
Texas
| – | -$257K | -2,404 | Closed |
|
82
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$135K | -1,262 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$98K | -915 | Closed |
|
84
Koshinski Asset Management
Decatur,
Illinois
| – | -$28.5K | -267 | Closed |
|
|
DB
85
Dravo Bay
Rehoboth Beach,
Delaware
| – | -$5.34K | -50 | Closed |
|
VFVA Hedge Fund Activity: Q2 2022 in Review
72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q2 2022, worth a combined $419M — up 25% from $336M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VFVA positions and 13 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $169M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $31.8M sold.
- 72 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q2 2022, up from 66 in Q1 2022.
- Funds reported $419M of Vanguard US Value Factor ETF stock for Q2 2022, up 25% quarter-over-quarter.
- 19 funds opened new Vanguard US Value Factor ETF positions in Q2 2022 and 13 closed out, a net change of +6 holders.
- The largest Vanguard US Value Factor ETF buyer in Q2 2022 was RWA Wealth Partners, an estimated $169M added.
- The largest Vanguard US Value Factor ETF seller in Q2 2022 was Paragon Wealth Strategies, an estimated $31.8M sold.
Based on aggregated 13F filings for Q2 2022.