Vanguard US Value Factor ETF
VFVA
72 hedge funds and large institutions have $274M invested in Vanguard US Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 68 → 72 (+4)
11% less capital invested
Capital invested by funds: $307M → $274M (-$33M)
18.54% less ownership
Funds ownership: 65.24% → 46.7% (-19%)
48% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$1.49M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11M |
| 3 |
BFS
Burrus Financial Services
Salt Lake City,
Utah
|
+$777K |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$664K |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$40.3M |
| 2 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
-$6.91M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$4.95M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$4.78M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.52M |
VFVA Hedge Fund Activity: Q3 2023 in Review
72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q3 2023, worth a combined $274M — down 11% from $307M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VFVA positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 33 trimmed.
The largest buyer was Milestone Advisory Partners, adding an estimated $1.49M. The largest seller was EP Wealth Advisors, cutting an estimated $40.3M.
- 72 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q3 2023, up from 68 in Q2 2023.
- Funds reported $274M of Vanguard US Value Factor ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 9 funds opened new Vanguard US Value Factor ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
- The largest Vanguard US Value Factor ETF buyer in Q3 2023 was Milestone Advisory Partners, an estimated $1.49M added.
- The largest Vanguard US Value Factor ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $40.3M sold.
Based on aggregated 13F filings for Q3 2023.