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Vanguard US Value Factor ETF

91 hedge funds and large institutions have $263M invested in Vanguard US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
33
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$63.3M 534,554 -65,752 -11%
ACM
2
Armbruster Capital Management
New York
$49.8M 420,646 +3,629 +0.9%
AHC
3
Anderson Hoagland & Co
Missouri
$32.8M 267,415 +2,308 +0.9%
SMF
4
Sterling Manor Financial
New York
$13.1M 110,330 -2,695 -2%
SFA
5
Sequoia Financial Advisors
Ohio
$9.94M 83,967 +83,967 New
Raymond James Financial
6
Raymond James Financial
Florida
$7.85M 66,277 +66,277 New
UB
7
UMB Bank
Missouri
$6.86M 57,961 +284 +0.5%
MWM
8
MorganRosel Wealth Management
Colorado
$6.49M 54,815 -2,819 -5%
NA
9
NewEdge Advisors
Louisiana
$6.05M 51,107 -406 -0.8%
SFO
10
Stokes Family Office
Louisiana
$5.93M 50,084 +727 +1%
EWA
11
EP Wealth Advisors
California
$4.32M 36,461 -1,178 -3%
SMG
12
Smart Money Group
Texas
$3.87M 32,720 +19 +0.1%
Financial Engines Advisors
13
Financial Engines Advisors
California
$3.27M 27,658 +13,177 +91%
FA
14
Fortis Advisors
Pennsylvania
$3.16M 26,706 +584 +2%
LGA
15
Lebenthal Global Advisors
New York
$3.05M 25,805 +25,805 New
ME
16
McIlrath & Eck
Washington
$2.67M 22,539 -3,202 -12%
LIM
17
Leavell Investment Management
Alabama
$2.59M 21,900 +150 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.46M 20,791 +11,398 +121%
Brown Advisory
19
Brown Advisory
Maryland
$2.4M 20,286 +9,502 +88%
SFG
20
Sovereign Financial Group
Connecticut
$1.53M 12,931 +82 +0.6%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.53M 12,900 -6,900 -35%
Cerity Partners
22
Cerity Partners
New York
$1.51M 12,715 +15 +0.1%
CAM
23
Cresset Asset Management
Illinois
$1.44M 12,177 +62 +0.5%
VWA
24
Visionary Wealth Advisors
Illinois
$1.39M 11,762 +53 +0.5%
LPL Financial
25
LPL Financial
California
$1.13M 9,546 +690 +8%