VFVA icon

Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

53 hedge funds and large institutions have $253M invested in Vanguard US Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.82%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
10
Increased
30
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
UMB Bank
Missouri
$16.3M
2
WWM
WT Wealth Management
Arizona
$8.16M
3
CCP
Cassia Capital Partners
North Carolina
$7.71M
4
FRA
Frank Rimerman Advisors
California
$15.8M
5
CIA
Compass Ion Advisors
Pennsylvania
$16.9M

Top Sellers

1
SWM
Soundmark Wealth Management
Washington
$4.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
FTUS
Flow Traders U.S.
New York
$709K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Armbruster Capital Management
New York
$38.4M +$412K +3,919 +1%
PWS
2
Paragon Wealth Strategies
Florida
$31.8M +$2.41M +22,910 +8%
SP
3
Symmetry Partners
Connecticut
$31.5M – – –
AHC
4
Anderson Hoagland & Co
Missouri
$26.5M +$660K +6,352 +3%
CIA
5
Compass Ion Advisors
Pennsylvania
$16.9M +$4.38M +41,720 +35%
UB
6
UMB Bank
Missouri
$16.3M +$16.3M +154,867 New
FRA
7
Frank Rimerman Advisors
California
$15.8M +$5.25M +50,000 +50%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.42M +$687K +6,537 +9%
WWM
9
WT Wealth Management
Arizona
$8.16M +$7.91M +75,271 +3,104%
CCP
10
Cassia Capital Partners
North Carolina
$7.71M +$7.71M +73,406 New
FA
11
Fortis Advisors
Pennsylvania
$6.02M +$145K +2,218 +2%
LPL Financial
12
LPL Financial
California
$5.71M +$304K +2,893 +6%
MWM
13
MorganRosel Wealth Management
Colorado
$5.3M +$347K +3,302 +7%
SWM
14
Soundmark Wealth Management
Washington
$4.18M -$7.03M -66,954 -63%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.11M +$278K +2,649 +10%
GL
16
Graypoint LLC
New York
$2.41M +$1.87M +17,834 +351%
AFM
17
Andesa Financial Management
Pennsylvania
$2.25M -$71.8K -683 -3%
MAP
18
Milestone Advisory Partners
North Carolina
$2.25M +$226K +2,154 +11%
RJA
19
Raymond James & Associates
Florida
$1.83M +$93.6K +891 +5%
MWM
20
Merriman Wealth Management
Washington
$1.41M -$23.2K -221 -2%
ME
21
McIlrath & Eck
Washington
$1.22M +$76K +723 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.08M +$887K +8,441 +453%
WA
23
WBH Advisory
Maryland
$1.08M +$235K +2,237 +28%
E
24
ETFidea
New York
$1.06M +$1.06M +10,112 New
MFW
25
Mosaic Family Wealth
Missouri
$1.02M +$109K +1,038 +12%
1
2 3