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Vanguard US Value Factor ETF

64 hedge funds and large institutions have $350M invested in Vanguard US Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.11%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
8
Increased
26
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$149M 1,716,060 +44,996 +3%
ACM
2
Armbruster Capital Management
New York
$37M 425,620 +35,524 +9%
SP
3
Symmetry Partners
Connecticut
$26.1M 300,100
AHC
4
Anderson Hoagland & Co
Missouri
$26M 299,937 +25,238 +9%
CIA
5
Compass Ion Advisors
Pennsylvania
$24.1M 277,573 -7,432 -3%
UB
6
UMB Bank
Missouri
$14.3M 165,002 +5,402 +3%
CCP
7
Cassia Capital Partners
North Carolina
$7.61M 87,641 +18,203 +26%
FA
8
Fortis Advisors
Pennsylvania
$6.13M 99,825 +2,812 +3%
PCFFS
9
Pacific Center for Financial Services
California
$5.25M 60,495 +636 +1%
BCI
10
Brinker Capital Investments
Pennsylvania
$5.18M 59,625 +3,788 +7%
MAP
11
Milestone Advisory Partners
North Carolina
$4.92M 56,639 +567 +1%
EWA
12
EP Wealth Advisors
California
$4.62M 53,185 -2,148 -4%
SWM
13
Soundmark Wealth Management
Washington
$3.52M 40,480 -6,182 -13%
AFM
14
Andesa Financial Management
Pennsylvania
$3.21M 36,916 +14,491 +65%
TWA
15
Tillar-Wenstrup Advisors
Ohio
$3.2M 36,839 +1,630 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.07M 35,357 +300 +0.9%
MWM
17
MorganRosel Wealth Management
Colorado
$2.86M 32,972 -22,626 -41%
ME
18
McIlrath & Eck
Washington
$2.29M 26,411 +13,619 +106%
SFG
19
Sovereign Financial Group
Connecticut
$1.52M 17,510 +489 +3%
VWA
20
Visionary Wealth Advisors
Illinois
$1.49M 17,166 +1,398 +9%
LPL Financial
21
LPL Financial
California
$1.48M 17,062 -36,475 -68%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.3M 15,025 +4,934 +49%
PJSIMP
23
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.18M 12,555 -550 -4%
MWM
24
Merriman Wealth Management
Washington
$1.12M 12,851 -573 -4%
WWM
25
WT Wealth Management
Arizona
$1.01M 11,587 -65,502 -85%