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Vanguard US Value Factor ETF
VFVA

Overview Fund Activity

84 hedge funds and large institutions have $266M invested in Vanguard US Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
19
Reduced
31
Closed
10
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$60K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$7.38M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.96M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.02M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.21M
5
FTUS
5
Flow Traders U.S.
New York
$800K

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$495K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$495K
3
RWP
3
RWA Wealth Partners
Massachusetts
$67.6M
4
UBS Group
4
UBS Group
Switzerland
$2.31M
5
SMF
5
Sterling Manor Financial
New York
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$67.6M 597,447 -17,065 -3%
ACM
2
Armbruster Capital Management
New York
$48.3M 426,742 -1,973 -0.5%
AHC
3
Anderson Hoagland & Co
Missouri
$29.4M 263,708 +3,463 +1%
SP
4
Symmetry Partners
Connecticut
$20M 176,694 – –
SMF
5
Sterling Manor Financial
New York
$13M 114,855 -14,628 -11%
NA
6
NewEdge Advisors
Louisiana
$7.38M 65,305 +63,543 +3,606%
MWM
7
MorganRosel Wealth Management
Colorado
$6.7M 59,295 +3,200 +6%
UB
8
UMB Bank
Missouri
$6.65M 58,774 +433 +0.7%
FA
9
Fortis Advisors
Pennsylvania
$6.31M 55,840 -420 -0.7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.78M 51,126 +6,969 +16%
SFO
11
Stokes Family Office
Louisiana
$5.29M 46,784 +3,101 +7%
EWA
12
EP Wealth Advisors
California
$5.01M 44,308 -1,861 -4%
SMG
13
Smart Money Group
Texas
$4.08M 33,283 +89 +0.3%
ME
14
McIlrath & Eck
Washington
$2.95M 26,108 -320 -1%
UBS Group
15
UBS Group
Switzerland
$2.31M 20,417 -15,362 -43%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.02M 17,854 +15,254 +587%
Financial Engines Advisors
17
Financial Engines Advisors
California
$1.96M 17,354 +17,354 New
Cerity Partners
18
Cerity Partners
New York
$1.59M 14,044 -463 -3%
VWA
19
Visionary Wealth Advisors
Illinois
$1.47M 13,007 -431 -3%
CAM
20
Cresset Asset Management
Illinois
$1.44M 12,613 +620 +5%
SFG
21
Sovereign Financial Group
Connecticut
$1.34M 11,863 -146 -1%
RA
22
Rockingstone Advisors
Massachusetts
$1.27M 11,225 -180 -2%
Brown Advisory
23
Brown Advisory
Maryland
$1.21M 10,709 +10,709 New
LPL Financial
24
LPL Financial
California
$1.03M 9,132 -262 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.03M 9,116 -764 -8%
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