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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
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$19.9K +$1K +9 +6%
PTC
77
Private Trust Company
Ohio
$17.7K
FFA
78
Farther Finance Advisors
California
$12.7K +$2.56K +23 +27%
PS
79
Principal Securities
Iowa
$11.8K
TWC
80
TD Waterhouse Canada
Ontario, Canada
$8.28K +$5.69K +51 +268%
GRP
81
Global Retirement Partners
California
$7.69K +$7.25K +65 New
EB
82
Eastern Bank
Massachusetts
$6.39K
AG
83
AmeriFlex Group
Nevada
$4.95K
DFA
84
DHJJ Financial Advisors
Illinois
$3.31K
William Blair & Company
85
William Blair & Company
Illinois
$828 +$781 +7 New
CPBTD
86
Central Pacific Bank - Trust Division
Hawaii
$710
Wells Fargo
87
Wells Fargo
California
$90 +$112 +1 New
JP Morgan Chase
88
JP Morgan Chase
New York
$2
NA
89
NewEdge Advisors
Louisiana
-$4.61M -40,439 Closed
LIM
90
Leavell Investment Management
Alabama
-$2.45M -21,500 Closed
Two Sigma Investments
91
Two Sigma Investments
New York
-$2.06M -18,100 Closed
CAM
92
Cresset Asset Management
Illinois
-$1.39M -12,236 Closed
KAS
93
Kestra Advisory Services
Texas
-$319K -2,798 Closed
QCM
94
Quantinno Capital Management
New York
-$224K -1,964 Closed
JFA
95
JNBA Financial Advisors
Minnesota
-$26.6K -233 Closed
HI
96
Harbour Investments
Wisconsin
-$23.8K -209 Closed
CA
97
CoreCap Advisors
Michigan
-$21.2K -186 Closed
PWA
98
Physician Wealth Advisors
Utah
-$10.1K -89 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
-$1K -12 Closed
AWM
100
Abound Wealth Management
Tennessee
-$114 -1 Closed

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.