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Vanguard US Value Factor ETF

93 hedge funds and large institutions have $286M invested in Vanguard US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

11% more funds holding

Funds holding: 8493 (+9)

2% more capital invested

Capital invested by funds: $281M → $286M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.47% less ownership

Funds ownership: 36.42%35.94% (-0.47%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
33
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$63.3M -$8.08M -65,752 -11%
ACM
2
Armbruster Capital Management
New York
$49.8M +$446K +3,629 +0.9%
AHC
3
Anderson Hoagland & Co
Missouri
$32.8M +$284K +2,308 +0.9%
BFS
4
Burrus Financial Services
Utah
$23.6M -$391K -3,184 -2%
SMF
5
Sterling Manor Financial
New York
$13.1M -$331K -2,695 -2%
SFA
6
Sequoia Financial Advisors
Ohio
$9.94M +$10.3M +83,967 New
Raymond James Financial
7
Raymond James Financial
Florida
$7.85M +$8.15M +66,277 New
UB
8
UMB Bank
Missouri
$6.86M +$34.9K +284 +0.5%
MWM
9
MorganRosel Wealth Management
Colorado
$6.49M -$346K -2,819 -5%
NA
10
NewEdge Advisors
Louisiana
$6.05M -$49.9K -406 -0.8%
SFO
11
Stokes Family Office
Louisiana
$5.93M +$89.3K +727 +1%
EWA
12
EP Wealth Advisors
California
$4.32M -$145K -1,178 -3%
SMG
13
Smart Money Group
Texas
$3.87M +$2.33K +19 +0.1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$3.27M +$1.62M +13,177 +91%
FA
15
Fortis Advisors
Pennsylvania
$3.16M +$71.8K +584 +2%
LGA
16
Lebenthal Global Advisors
New York
$3.05M +$3.17M +25,805 New
ME
17
McIlrath & Eck
Washington
$2.67M -$394K -3,202 -12%
LIM
18
Leavell Investment Management
Alabama
$2.59M +$18.4K +150 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.46M +$1.4M +11,398 +121%
Brown Advisory
20
Brown Advisory
Maryland
$2.4M +$1.17M +9,502 +88%
SFG
21
Sovereign Financial Group
Connecticut
$1.53M +$10.1K +82 +0.6%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.53M -$848K -6,900 -35%
Cerity Partners
23
Cerity Partners
New York
$1.51M +$1.84K +15 +0.1%
CAM
24
Cresset Asset Management
Illinois
$1.44M +$7.62K +62 +0.5%
VWA
25
Visionary Wealth Advisors
Illinois
$1.39M +$6.51K +53 +0.5%

VFVA Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q4 2024, worth a combined $286M — up 1.9% from $281M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VFVA positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $10.3M. The largest seller was RWA Wealth Partners, cutting an estimated $8.08M.

  • 93 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $286M of Vanguard US Value Factor ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 14 funds opened new Vanguard US Value Factor ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $10.3M added.
  • The largest Vanguard US Value Factor ETF seller in Q4 2024 was RWA Wealth Partners, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2024.