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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

39 hedge funds and large institutions have $168M invested in Vanguard US Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+11
Holders Change %
+39.29%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
16
Increased
9
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$16.4M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$6.22M
3
Lido Advisors
3
Lido Advisors
California
$5.31M
4
FA
4
Fortis Advisors
Pennsylvania
$5.28M
5
CCP
5
Cassia Capital Partners
North Carolina
$6M

Top Sellers

1
RJT
1
Raymond James Trust
Florida
$1.19M
2
LAM
2
Lyrical Asset Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53K
5
PFA
5
Peak Financial Advisors
Colorado
$779K
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Armbruster Capital Management
New York
$35.3M 373,627 +10,097 +3%
SP
2
Symmetry Partners
Connecticut
$28.4M 300,100 – –
AHC
3
Anderson Hoagland & Co
Missouri
$22.7M 240,179 +14,309 +6%
PWS
4
Paragon Wealth Strategies
Florida
$16.4M 173,480 +173,480 New
BCI
5
Brinker Capital Investments
Pennsylvania
$15.6M 165,431 +6,959 +4%
SWM
6
Soundmark Wealth Management
Washington
$8.7M 92,003 +12,255 +15%
CIA
7
Compass Ion Advisors
Pennsylvania
$6.22M 65,775 +65,775 New
CCP
8
Cassia Capital Partners
North Carolina
$6M 63,441 +49,257 +347%
Lido Advisors
9
Lido Advisors
California
$5.31M 56,188 +56,188 New
FA
10
Fortis Advisors
Pennsylvania
$5.28M 55,825 +55,825 New
AFM
11
Andesa Financial Management
Pennsylvania
$3.26M 34,532 +19,239 +126%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.36M 24,968 +24,968 New
RJA
13
Raymond James & Associates
Florida
$1.43M 15,145 +15,145 New
MWM
14
Merriman Wealth Management
Washington
$1.3M 13,739 +13,739 New
RJT
15
Raymond James Trust
Florida
$1.19M 12,556 -5,183 -29%
LPL Financial
16
LPL Financial
California
$1.17M 12,380 +3,227 +35%
Jane Street
17
Jane Street
New York
$831K 8,792 -30 -0.3%
PFA
18
Peak Financial Advisors
Colorado
$779K 8,242 -1,620 -16%
DADC
19
D.A. Davidson & Co
Montana
$614K 6,495 – –
GL
20
Graypoint LLC
New York
$536K 5,674 – –
SFG
21
Sovereign Financial Group
Connecticut
$530K 5,607 +5,607 New
QAM
22
QCI Asset Management
New York
$501K 5,300 – –
OPS
23
Orion Portfolio Solutions
Nebraska
$378K 4,001 -758 -16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$354K 3,747 +3,747 New
PJSIMP
25
P.J. Schmidt Investment Management (PJS)
Wisconsin
$297K 3,020 +3,020 New
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