VFVA icon

Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

71 hedge funds and large institutions have $242M invested in Vanguard US Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
16
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAP
1
Milestone Advisory Partners
North Carolina
$7.13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07M
3
SIS
3
Strategic Investment Solutions
Illinois
$674K
4
SFO
4
Stokes Family Office
Louisiana
$3.88M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$468K

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.62M
2
AHC
2
Anderson Hoagland & Co
Missouri
$24.8M
3
FA
3
Fortis Advisors
Pennsylvania
$5.64M
4
UB
4
UMB Bank
Missouri
$5.7M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$62.7M 626,550 -9,456 -1%
ACM
2
Armbruster Capital Management
New York
$42.3M 422,629 +4,067 +1%
AHC
3
Anderson Hoagland & Co
Missouri
$24.8M 247,489 -67,063 -21%
SP
4
Symmetry Partners
Connecticut
$20.7M 206,355 -16,445 -7%
MAP
5
Milestone Advisory Partners
North Carolina
$7.13M 71,265 +14,452 +25%
MWM
6
MorganRosel Wealth Management
Colorado
$6.01M 60,095 +3,037 +5%
PCFFS
7
Pacific Center for Financial Services
California
$5.76M 57,505 -2,713 -5%
UB
8
UMB Bank
Missouri
$5.7M 56,926 -46,404 -45%
FA
9
Fortis Advisors
Pennsylvania
$5.64M 56,327 -48,056 -46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.05M 50,442 +3,012 +6%
OPS
11
Orion Portfolio Solutions
Nebraska
$4.7M 46,935 -43,836 -48%
BCI
12
Brinker Capital Investments
Pennsylvania
$4.7M 46,935 -43,836 -48%
EWA
13
EP Wealth Advisors
California
$4.62M 46,162 -390,938 -89%
LPL Financial
14
LPL Financial
California
$4.56M 45,577 -12,386 -21%
SFO
15
Stokes Family Office
Louisiana
$3.88M 38,744 +5,058 +15%
SMG
16
Smart Money Group
Texas
$3.54M 35,382 -2,457 -6%
SWM
17
Soundmark Wealth Management
Washington
$2.88M 28,754 -4,030 -12%
ME
18
McIlrath & Eck
Washington
$2.53M 25,267 -664 -3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.19M 21,915 -39,771 -64%
VWA
20
Visionary Wealth Advisors
Illinois
$1.73M 17,307 -894 -5%
RA
21
Rockingstone Advisors
Massachusetts
$1.23M 12,330 -260 -2%
SFG
22
Sovereign Financial Group
Connecticut
$1.2M 11,973 -6,233 -34%
Cerity Partners
23
Cerity Partners
New York
$1.17M 11,736 -1,794 -13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.07M 10,732 +10,732 New
CAG
25
Compass Advisory Group
New York
$970K 9,696 -177 -2%
1
2 3