VFVA icon

Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

83 hedge funds and large institutions have $279M invested in Vanguard US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
32
Reduced
27
Closed
4
Calls
–
Puts
$45K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
SMF
1
Sterling Manor Financial
New York
$15.5M
2
UBS Group
2
UBS Group
Switzerland
$4.27M
3
AHC
3
Anderson Hoagland & Co
Missouri
$29.9M
4
CF
4
Centaurus Financial
California
$590K
5
SFO
5
Stokes Family Office
Louisiana
$5.21M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.27M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.27M
3
SP
3
Symmetry Partners
Connecticut
$21.1M
4
SWM
4
Soundmark Wealth Management
Washington
$2.47M
5
TC
5
Trilogy Capital
California
$224K
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$73.3M 614,512 -3,108 -0.5%
ACM
2
Armbruster Capital Management
New York
$51.2M 428,715 -317 -0.1%
AHC
3
Anderson Hoagland & Co
Missouri
$29.9M 260,245 +10,117 +4%
SP
4
Symmetry Partners
Connecticut
$21.1M 176,694 -17,250 -9%
SMF
5
Sterling Manor Financial
New York
$15.5M 129,483 +129,483 New
UB
6
UMB Bank
Missouri
$6.96M 58,341 +1,154 +2%
FA
7
Fortis Advisors
Pennsylvania
$6.71M 56,260 +71 +0.1%
MWM
8
MorganRosel Wealth Management
Colorado
$6.69M 56,095 +371 +0.7%
EWA
9
EP Wealth Advisors
California
$5.51M 46,169 +100 +0.2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.27M 44,157 +2,137 +5%
SFO
11
Stokes Family Office
Louisiana
$5.21M 43,683 +4,815 +12%
UBS Group
12
UBS Group
Switzerland
$4.27M 35,779 +24,349 +213%
BCI
13
Brinker Capital Investments
Pennsylvania
$4.27M 35,754 -23,711 -40%
OPS
14
Orion Portfolio Solutions
Nebraska
$4.27M 35,754 -23,711 -40%
SMG
15
Smart Money Group
Texas
$3.73M 33,194 -981 -3%
ME
16
McIlrath & Eck
Washington
$3.15M 26,428 -197 -0.7%
SWM
17
Soundmark Wealth Management
Washington
$2.47M 20,676 -6,615 -24%
Cerity Partners
18
Cerity Partners
New York
$1.73M 14,507 +309 +2%
VWA
19
Visionary Wealth Advisors
Illinois
$1.6M 13,438 -1,328 -9%
SFG
20
Sovereign Financial Group
Connecticut
$1.43M 12,009 +83 +0.7%
CAM
21
Cresset Asset Management
Illinois
$1.43M 11,993 +51 +0.4%
RA
22
Rockingstone Advisors
Massachusetts
$1.36M 11,405 -965 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.18M 9,880 +476 +5%
CAG
24
Compass Advisory Group
New York
$1.16M 9,686 +29 +0.3%
LPL Financial
25
LPL Financial
California
$1.12M 9,394 -867 -8%
1
2 3 4