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Vanguard US Value Factor ETF
VFVA

28 hedge funds and large institutions have $97.4M invested in Vanguard US Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

83% more capital invested

Capital invested by funds: $53.3M → $97.4M (+$44.1M)

56% more funds holding

Funds holding: 18 → 28 (+10)

14.27% more ownership

Funds ownership: 44.29% → 58.56% (+14%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
12
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHC
Anderson Hoagland & Co
Missouri
+$16.1M
2
SP
Symmetry Partners
Connecticut
+$2.99M
3
AFM
Andesa Financial Management
Pennsylvania
+$1.09M
4
BCI
Brinker Capital Investments
Pennsylvania
+$712K
5
LPL Financial
LPL Financial
California
+$652K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$675K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$214K
4
UBS Group
UBS Group
Switzerland
-$37K
5
RJT
Raymond James Trust
Florida
-$29.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Armbruster Capital Management
New York
$28.4M +$35.4K +497 +0.1%
SP
2
Symmetry Partners
Connecticut
$23.4M +$2.99M +41,928 +16%
AHC
3
Anderson Hoagland & Co
Missouri
$17.6M +$16.1M +225,870 New
BCI
4
Brinker Capital Investments
Pennsylvania
$12.4M +$712K +9,990 +7%
SWM
5
Soundmark Wealth Management
Washington
$6.23M +$5.68M +79,748 New
RJT
6
Raymond James Trust
Florida
$1.39M -$29.6K -415 -2%
AFM
7
Andesa Financial Management
Pennsylvania
$1.19M +$1.09M +15,293 New
CCP
8
Cassia Capital Partners
North Carolina
$1.11M +$1.01M +14,184 New
PFA
9
Peak Financial Advisors
Colorado
$770K +$703K +9,862 New
LPL Financial
10
LPL Financial
California
$715K +$652K +9,153 New
Jane Street
11
Jane Street
New York
$689K -$1.78M -25,009 -74%
DADC
12
D.A. Davidson & Co
Montana
$507K -$9.27K -130 -2%
GL
13
Graypoint LLC
New York
$443K – – –
QAM
14
QCI Asset Management
New York
$414K +$102K +1,425 +37%
LAM
15
Lyrical Asset Management
New York
$407K +$372K +5,216 New
OPS
16
Orion Portfolio Solutions
Nebraska
$372K +$30.4K +427 +10%
Citadel Advisors
17
Citadel Advisors
Florida
$302K +$276K +3,873 New
ACA
18
Atlas Capital Advisors
Wyoming
$287K +$262K +3,678 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$224K -$214K -3,008 -51%
Cerity Partners
20
Cerity Partners
New York
$205K +$187K +2,621 New
Bank of America
21
Bank of America
North Carolina
$139K – – –
PFBT
22
Parkside Financial Bank & Trust
Missouri
$106K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$32K -$6.06K -85 -18%
UBS Group
24
UBS Group
Switzerland
$22K -$37K -519 -65%
VFA
25
Valeo Financial Advisors
Indiana
$5K -$4.63K -65 -51%
1
2

VFVA Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q4 2020, worth a combined $97.4M — up 83% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFVA positions and 2 closed out — a net gain of 10 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Anderson Hoagland & Co, opening a new position worth an estimated $16.1M. The largest seller was Jane Street, cutting an estimated $1.78M.

  • 28 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $97.4M of Vanguard US Value Factor ETF stock for Q4 2020, up 83% quarter-over-quarter.
  • 12 funds opened new Vanguard US Value Factor ETF positions in Q4 2020 and 2 closed out, a net change of +10 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q4 2020 was Anderson Hoagland & Co, an estimated $16.1M added.
  • The largest Vanguard US Value Factor ETF seller in Q4 2020 was Jane Street, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2020.