VFVA icon

Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

65 hedge funds and large institutions have $317M invested in Vanguard US Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
1.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
19
Increased
24
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$31.5M
2
GIA
2
Gladstone Institutional Advisory
Florida
$7.89M
3
EWA
3
EP Wealth Advisors
California
$6.83M
4
PCFFS
4
Pacific Center for Financial Services
California
$6.47M
5
FSA
5
Financial Sense Advisors
California
$6.47M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$5.89M
2
GL
2
Graypoint LLC
New York
$534K
3
RJA
3
Raymond James & Associates
Florida
$950K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
WWM
5
WT Wealth Management
Arizona
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Armbruster Capital Management
New York
$41M 384,461 +18,958 +5%
SP
2
Symmetry Partners
Connecticut
$32M 300,100 – –
PWS
3
Paragon Wealth Strategies
Florida
$31.8M 297,587 -5,303 -2%
CIA
4
Compass Ion Advisors
Pennsylvania
$31.5M 295,262 +134,315 +83%
AHC
5
Anderson Hoagland & Co
Missouri
$29M 271,603 +16,703 +7%
FRA
6
Frank Rimerman Advisors
California
$21.1M 197,600 +47,600 +32%
UB
7
UMB Bank
Missouri
$17M 159,396 +4,529 +3%
GIA
8
Gladstone Institutional Advisory
Florida
$7.89M 73,925 +73,925 New
CCP
9
Cassia Capital Partners
North Carolina
$7.73M 72,409 -997 -1%
WWM
10
WT Wealth Management
Arizona
$7.72M 72,309 -5,387 -7%
EWA
11
EP Wealth Advisors
California
$6.83M 64,030 +64,030 New
PCFFS
12
Pacific Center for Financial Services
California
$6.47M 60,628 +60,628 New
FSA
13
Financial Sense Advisors
California
$6.47M 60,628 +60,628 New
FA
14
Fortis Advisors
Pennsylvania
$6.43M 95,775 +3,784 +4%
MAP
15
Milestone Advisory Partners
North Carolina
$6.28M 58,863 +37,465 +175%
MWM
16
MorganRosel Wealth Management
Colorado
$6.23M 58,385 +7,919 +16%
BCI
17
Brinker Capital Investments
Pennsylvania
$5.89M 55,150 -25,021 -31%
LPL Financial
18
LPL Financial
California
$5.66M 53,000 -1,348 -2%
SWM
19
Soundmark Wealth Management
Washington
$4.71M 44,153 +4,339 +11%
TWA
20
Tillar-Wenstrup Advisors
Ohio
$3.7M 34,630 +34,630 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.58M 33,545 +3,932 +13%
OMC
22
Old Mission Capital
Illinois
$2.45M 22,927 +22,927 New
AFM
23
Andesa Financial Management
Pennsylvania
$2.41M 22,541 +1,114 +5%
SFG
24
Sovereign Financial Group
Connecticut
$1.73M 16,239 +6,662 +70%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.45M 13,561 +3,258 +32%
1
2 3