Vanguard US Value Factor ETF
VFVA
77 hedge funds and large institutions have $279M 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, 28 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
7% more funds holding
Funds holding: 72 → 77 (+5)
2% more capital invested
Capital invested by funds: $274M → $279M (+$5.54M)
3.44% less ownership
Funds ownership: 46.7% → 43.26% (-3.4%)
25% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 28
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.28M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.28M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.22M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$692K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Burrus Financial Services
Salt Lake City,
Utah
|
-$8.24M |
| 2 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$5.82M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.61M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.38M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$1.27M |
VFVA Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q4 2023, worth a combined $279M — up 2% from $274M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VFVA positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 28 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $1.28M. The largest seller was Burrus Financial Services, cutting an estimated $8.24M.
- 77 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $279M of Vanguard US Value Factor ETF stock for Q4 2023, up 2% quarter-over-quarter.
- 13 funds opened new Vanguard US Value Factor ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest Vanguard US Value Factor ETF buyer in Q4 2023 was Brinker Capital Investments, an estimated $1.28M added.
- The largest Vanguard US Value Factor ETF seller in Q4 2023 was Burrus Financial Services, an estimated $8.24M sold.
Based on aggregated 13F filings for Q4 2023.