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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

52 hedge funds and large institutions have $219M invested in Vanguard US Value Factor ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+13
Holders Change %
+33.33%
% of All Funds
0.91%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
23
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$25.6M
2
PWS
Paragon Wealth Strategies
Florida
$24M
3
RCS
Retirement Capital Strategies
California
$4.27M
4
MWM
MorganRosel Wealth Management
Colorado
$4.25M
5
CIA
Compass Ion Advisors
Pennsylvania
$10.5M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$0
2
ACM
Armbruster Capital Management
New York
$36.7M
3
GL
Graypoint LLC
New York
$506K
4
AIC
Ameritas Investment Company
Nebraska
$0
5
Bank of America
Bank of America
North Carolina
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Armbruster Capital Management
New York
$36.7M -$587K -5,885 -2%
SP
2
Symmetry Partners
Connecticut
$29.9M – – –
BCI
3
Brinker Capital Investments
Pennsylvania
$25.6M +$9.11M +91,316 +55%
AHC
4
Anderson Hoagland & Co
Missouri
$24.4M +$425K +4,255 +2%
PWS
5
Paragon Wealth Strategies
Florida
$24M +$6.68M +66,911 +39%
CIA
6
Compass Ion Advisors
Pennsylvania
$10.5M +$3.91M +39,164 +60%
SWM
7
Soundmark Wealth Management
Washington
$9.58M +$453K +4,564 +5%
CCP
8
Cassia Capital Partners
North Carolina
$7.14M +$808K +8,100 +13%
FA
9
Fortis Advisors
Pennsylvania
$6.34M +$3.15M +55,185 +99%
LPL Financial
10
LPL Financial
California
$4.34M +$3.11M +31,158 +252%
RCS
11
Retirement Capital Strategies
California
$4.27M +$4.27M +42,830 New
MWM
12
MorganRosel Wealth Management
Colorado
$4.25M +$4.25M +42,553 New
AFM
13
Andesa Financial Management
Pennsylvania
$4.03M +$579K +5,798 +17%
Goldman Sachs
14
Goldman Sachs
New York
$3.36M +$3.36M +33,641 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.04M +$2.99M +29,921 +5,334%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.6M +$103K +1,036 +4%
Jane Street
17
Jane Street
New York
$2.09M +$1.21M +12,149 +138%
MAP
18
Milestone Advisory Partners
North Carolina
$1.79M +$1.79M +17,984 New
RJA
19
Raymond James & Associates
Florida
$1.6M +$84.1K +843 +6%
MWM
20
Merriman Wealth Management
Washington
$1.37M -$3.89K -39 -0.3%
RJT
21
Raymond James Trust
Florida
$1.25M – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$918K +$918K +9,197 New
PFA
23
Peak Financial Advisors
Colorado
$834K +$12K +120 +1%
ME
24
McIlrath & Eck
Washington
$762K +$556K +5,575 +270%
OPS
25
Orion Portfolio Solutions
Nebraska
$726K +$327K +3,274 +82%
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