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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

67 hedge funds and large institutions have $276M invested in Vanguard US Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
7
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$6.15M
2
EWA
2
EP Wealth Advisors
California
$4.67M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$9.05M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$9.05M
5
Jane Street
5
Jane Street
New York
$3.21M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$454K
2
SMG
2
Smart Money Group
Texas
$3.77M
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
CCP
4
Cassia Capital Partners
North Carolina
$260K
5
RWP
5
RWA Wealth Partners
Massachusetts
$63.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$63.4M 636,006 -29,373 -4%
ACM
2
Armbruster Capital Management
New York
$41.7M 418,562 -3,473 -0.8%
AHC
3
Anderson Hoagland & Co
Missouri
$31.3M 314,552 -1,703 -0.5%
SP
4
Symmetry Partners
Connecticut
$22.2M 222,800 -15,000 -6%
UB
5
UMB Bank
Missouri
$10.3M 103,330 -15,826 -13%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.05M 90,771 +40,849 +82%
OPS
7
Orion Portfolio Solutions
Nebraska
$9.05M 90,771 +40,849 +82%
FA
8
Fortis Advisors
Pennsylvania
$6.98M 104,383 -1,937 -2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$6.15M 61,686 +61,686 New
PCFFS
10
Pacific Center for Financial Services
California
$6M 60,218 -969 -2%
LPL Financial
11
LPL Financial
California
$5.78M 57,963 +164 +0.3%
MWM
12
MorganRosel Wealth Management
Colorado
$5.69M 57,058 -9,945 -15%
MAP
13
Milestone Advisory Partners
North Carolina
$5.66M 56,813 +914 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.73M 47,430 -634 -1%
EWA
15
EP Wealth Advisors
California
$4.67M 437,100 +432,168 +8,763%
SMG
16
Smart Money Group
Texas
$3.77M 37,839 -120,299 -76%
SFO
17
Stokes Family Office
Louisiana
$3.36M 33,686 +9,330 +38%
SWM
18
Soundmark Wealth Management
Washington
$3.27M 32,784 -2,999 -8%
Jane Street
19
Jane Street
New York
$3.21M 32,207 +23,674 +277%
UBS Group
20
UBS Group
Switzerland
$2.66M 26,682 +2,616 +11%
ME
21
McIlrath & Eck
Washington
$2.58M 25,931 -987 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.04M 20,337 +92 +0.5%
SFG
23
Sovereign Financial Group
Connecticut
$1.81M 18,206 +464 +3%
VWA
24
Visionary Wealth Advisors
Illinois
$1.81M 18,201 +219 +1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.36M 13,695 -3,747 -21%
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