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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

70 hedge funds and large institutions have $311M invested in Vanguard US Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.12%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
7
Increased
22
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
$4.84M
2
LPL Financial
LPL Financial
California
$5.6M
3
SFO
Stokes Family Office
Louisiana
$2.36M
4
UBS Group
UBS Group
Switzerland
$2.33M
5
AFM
Andesa Financial Management
Pennsylvania
$2.16M

Top Sellers

1
SMG
Smart Money Group
Texas
$15.3M
2
SP
Symmetry Partners
Connecticut
$23.1M
3
Jane Street
Jane Street
New York
$827K
4
EWA
EP Wealth Advisors
California
$384K
5
RWP
RWA Wealth Partners
Massachusetts
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$64.5M -$2.56M -26,357 -4%
ACM
2
Armbruster Capital Management
New York
$40.9M -$61K -629 -0.1%
AHC
3
Anderson Hoagland & Co
Missouri
$30.7M +$640K +6,598 +2%
CIA
4
Compass Ion Advisors
Pennsylvania
$23.2M -$460K -4,741 -2%
SP
5
Symmetry Partners
Connecticut
$23.1M -$6.04M -62,300 -21%
SMG
6
Smart Money Group
Texas
$15.3M -$6.97M -72,201 -31%
UB
7
UMB Bank
Missouri
$11.6M -$1.32M -13,605 -10%
GLR
8
Great Lakes Retirement
Ohio
$9.94M -$835K -8,614 -8%
CCP
9
Cassia Capital Partners
North Carolina
$8.72M +$26.2K +270 +0.3%
FA
10
Fortis Advisors
Pennsylvania
$7.1M +$120K +1,799 +2%
MWM
11
MorganRosel Wealth Management
Colorado
$6.5M +$789K +8,141 +14%
PCFFS
12
Pacific Center for Financial Services
California
$5.93M +$5.93M +61,187 New
LPL Financial
13
LPL Financial
California
$5.6M +$2.81M +28,949 +100%
MAP
14
Milestone Advisory Partners
North Carolina
$5.42M +$41.2K +425 +0.8%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.84M -$960K -9,898 -17%
OPS
16
Orion Portfolio Solutions
Nebraska
$4.84M +$4M +41,295 +479%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.66M -$260K -2,681 -5%
SWM
18
Soundmark Wealth Management
Washington
$3.47M -$51.6K -532 -1%
ME
19
McIlrath & Eck
Washington
$2.61M -$21.9K -226 -0.8%
SFO
20
Stokes Family Office
Louisiana
$2.36M +$2.36M +24,356 New
UBS Group
21
UBS Group
Switzerland
$2.33M +$2.09M +21,544 +854%
AFM
22
Andesa Financial Management
Pennsylvania
$2.16M +$1.18M +24,301 +120%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.96M +$470K +4,860 +32%
VWA
24
Visionary Wealth Advisors
Illinois
$1.74M +$39.9K +411 +2%
SFG
25
Sovereign Financial Group
Connecticut
$1.72M +$13.4K +138 +0.8%
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