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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
JFA
76
JNBA Financial Advisors
Minnesota
$27.6K
HI
77
Harbour Investments
Wisconsin
$24.7K
CA
78
CoreCap Advisors
Michigan
$22K
Comerica Bank
79
Comerica Bank
Texas
$21.1K
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$18.9K +$123 +1 +0.6%
MCM
81
MidAtlantic Capital Management
Virginia
$18.6K
PTC
82
Private Trust Company
Ohio
$17.8K
GRP
83
Global Retirement Partners
California
$16K
CFGS
84
Concourse Financial Group Securities
Alabama
$13K +$13K +106 New
PS
85
Principal Securities
Iowa
$11.8K
PWA
86
Physician Wealth Advisors
Utah
$10.5K +$10.9K +89 New
FFA
87
Farther Finance Advisors
California
$9.94K +$10.3K +84 New
EB
88
Eastern Bank
Massachusetts
$6.39K
AG
89
AmeriFlex Group
Nevada
$5.15K +$5.16K +42 New
SIS
90
Strategic Investment Solutions
Illinois
$4.97K +$5.41K +44 New
DFA
91
DHJJ Financial Advisors
Illinois
$3.31K
Bank of America
92
Bank of America
North Carolina
$2.96K -$11.7K -95 -79%
CPBTD
93
Central Pacific Bank - Trust Division
Hawaii
$710
Wells Fargo
94
Wells Fargo
California
$12 -$123 -1 Closed
SC
95
Savant Capital
Illinois
-$204K -1,696 Closed
WPWM
96
Western Pacific Wealth Management
Illinois
-$128K -1,065 Closed

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.