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Vanguard US Value Factor ETF
VFVA

93 hedge funds and large institutions have $279M invested in Vanguard US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.26% more ownership

Funds ownership: 35.94% → 38.21% (+2.3%)

0% more funds holding

Funds holding: 93 → 93 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $286M → $279M (-$7.22M)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
27
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$13.3M
2
MMH
Menora Mivtachim Holdings
Israel
+$7.07M
3
GAM
Gotham Asset Management
New York
+$5.78M
4
LPL Financial
LPL Financial
California
+$4.37M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
SFO
Stokes Family Office
Louisiana
-$5.69M
2
SMF
Sterling Manor Financial
New York
-$4.56M
3
SMG
Smart Money Group
Texas
-$3.55M
4
RWP
RWA Wealth Partners
Massachusetts
-$2.95M
5
NA
NewEdge Advisors
Louisiana
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$92.9K – – –
PCFFS
77
Pacific Center for Financial Services
California
$62.2K +$238 +2 +0.4%
TWD
78
True Wealth Design
Ohio
$48.5K – – –
JFA
79
JNBA Financial Advisors
Minnesota
$26.6K – – –
HI
80
Harbour Investments
Wisconsin
$23.8K – – –
CA
81
CoreCap Advisors
Michigan
$21.2K – – –
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$18.9K – – –
PTC
83
Private Trust Company
Ohio
$17.1K – – –
PS
84
Principal Securities
Iowa
$11.8K – – –
PWA
85
Physician Wealth Advisors
Utah
$10.1K – – –
FFA
86
Farther Finance Advisors
California
$9.58K – – –
EB
87
Eastern Bank
Massachusetts
$6.16K – – –
AG
88
AmeriFlex Group
Nevada
$4.79K – – –
DFA
89
DHJJ Financial Advisors
Illinois
$3.19K – – –
TWC
90
TD Waterhouse Canada
Ontario, Canada
$2.16K +$2.26K +19 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.43K +12 New
CPBTD
92
Central Pacific Bank - Trust Division
Hawaii
$684 – – –
AWM
93
Abound Wealth Management
Tennessee
$114 +$119 +1 New
Wells Fargo
94
Wells Fargo
California
$8 – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$2 – – –
Jane Street
96
Jane Street
New York
– -$487K -4,110 Closed
NFC
97
Northstar Financial Companies
Pennsylvania
– -$201K -1,702 Closed
MIA
98
Milestone Investment Advisors
Wisconsin
– -$82.3K -695 Closed
Comerica Bank
99
Comerica Bank
Texas
– -$21.1K -178 Closed
MCM
100
MidAtlantic Capital Management
Virginia
– -$18.6K -157 Closed
1 2 3
4
5

VFVA Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q1 2025, worth a combined $279M — down 2.5% from $286M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFVA positions and 7 closed out — a net gain of 1 holder — while 27 added to existing stakes and 34 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $13.3M. The largest seller was Stokes Family Office, cutting an estimated $5.69M.

  • 93 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $279M of Vanguard US Value Factor ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 8 funds opened new Vanguard US Value Factor ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest Vanguard US Value Factor ETF buyer in Q1 2025 was Equitable Holdings, an estimated $13.3M added.
  • The largest Vanguard US Value Factor ETF seller in Q1 2025 was Stokes Family Office, an estimated $5.69M sold.

Based on aggregated 13F filings for Q1 2025.