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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

76 hedge funds and large institutions have $252M invested in Vanguard US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
21
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$6.68M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$6.68M
3
CAM
3
Cresset Asset Management
Illinois
$1.35M
4
TC
4
Trilogy Capital
California
$763K
5
ACM
5
Armbruster Capital Management
New York
$48.3M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$60.5K
2
LPL Financial
2
LPL Financial
California
$1.16M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$943K
4
SP
4
Symmetry Partners
Connecticut
$22M
5
RWP
5
RWA Wealth Partners
Massachusetts
$69.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$69.6M 617,620 -8,930 -1%
ACM
2
Armbruster Capital Management
New York
$48.3M 429,032 +6,403 +2%
AHC
3
Anderson Hoagland & Co
Missouri
$27.2M 250,128 +2,639 +1%
SP
4
Symmetry Partners
Connecticut
$22M 193,944 -12,411 -6%
OPS
5
Orion Portfolio Solutions
Nebraska
$6.68M 59,465 +12,530 +27%
BCI
6
Brinker Capital Investments
Pennsylvania
$6.68M 59,465 +12,530 +27%
UB
7
UMB Bank
Missouri
$6.44M 57,187 +261 +0.5%
FA
8
Fortis Advisors
Pennsylvania
$6.33M 56,189 -138 -0.2%
MWM
9
MorganRosel Wealth Management
Colorado
$6.28M 55,724 -4,371 -7%
EWA
10
EP Wealth Advisors
California
$5.19M 46,069 -93 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.73M 42,020 -8,422 -17%
SFO
12
Stokes Family Office
Louisiana
$4.38M 38,868 +124 +0.3%
SMG
13
Smart Money Group
Texas
$3.85M 34,175 -1,207 -3%
SWM
14
Soundmark Wealth Management
Washington
$3.07M 27,291 -1,463 -5%
ME
15
McIlrath & Eck
Washington
$3M 26,625 +1,358 +5%
VWA
16
Visionary Wealth Advisors
Illinois
$1.66M 14,766 -2,541 -15%
Cerity Partners
17
Cerity Partners
New York
$1.6M 14,198 +2,462 +21%
RA
18
Rockingstone Advisors
Massachusetts
$1.39M 12,370 +40 +0.3%
CAM
19
Cresset Asset Management
Illinois
$1.35M 11,942 +11,942 New
SFG
20
Sovereign Financial Group
Connecticut
$1.34M 11,926 -47 -0.4%
UBS Group
21
UBS Group
Switzerland
$1.29M 11,430 +5,513 +93%
LPL Financial
22
LPL Financial
California
$1.16M 10,261 -35,316 -77%
CAG
23
Compass Advisory Group
New York
$1.09M 9,657 -39 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.06M 9,404 +1,010 +12%
WT
25
Whittier Trust
California
$982K 8,715 +43 +0.5%
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