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Vanguard US Value Factor ETF

86 hedge funds and large institutions have $208M invested in Vanguard US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
29
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1
Armbruster Capital Management
New York
$50.1M -$55.6K -470 -0.1%
AHC
2
Anderson Hoagland & Co
Missouri
$31.2M +$385K +3,258 +1%
EH
3
Equitable Holdings
New York
$15.1M +$1.96M +16,594 +15%
RWP
4
RWA Wealth Partners
Massachusetts
$14.2M -$46.1M -389,414 -76%
MMH
5
Menora Mivtachim Holdings
Israel
$11M +$3.98M +33,672 +57%
SMF
6
Sterling Manor Financial
New York
$8.37M -$159K -1,347 -2%
UB
7
UMB Bank
Missouri
$6.42M +$43.1K +364 +0.7%
LPL Financial
8
LPL Financial
California
$6.39M +$920K +7,779 +17%
UBS Group
9
UBS Group
Switzerland
$6.14M +$5.3M +44,798 +628%
Raymond James Financial
10
Raymond James Financial
Florida
$4.48M -$3.08M -25,998 -41%
EWA
11
EP Wealth Advisors
California
$4.22M -$38.7K -327 -0.9%
SFA
12
Sequoia Financial Advisors
Ohio
$3.76M -$6.82M -57,680 -64%
LGA
13
Lebenthal Global Advisors
New York
$3.44M -$6.86K -58 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.49M +$10.6K +90 +0.4%
Brown Advisory
15
Brown Advisory
Maryland
$2.4M
ME
16
McIlrath & Eck
Washington
$2.35M -$177K -1,495 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.16M -$453K -3,827 -17%
FA
18
Fortis Advisors
Pennsylvania
$1.71M -$1.46M -12,379 -46%
SFG
19
Sovereign Financial Group
Connecticut
$1.6M +$66.1K +559 +4%
CAM
20
Cresset Asset Management
Illinois
$1.46M +$7.45K +63 +0.5%
Cerity Partners
21
Cerity Partners
New York
$1.37M -$35.1K -297 -3%
CBT
22
CoreFirst Bank & Trust
Kansas
$1.32M +$207K +1,752 +19%
VWA
23
Visionary Wealth Advisors
Illinois
$1.31M +$23.2K +196 +2%
CAG
24
Compass Advisory Group
New York
$1.21M -$35.8K -303 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.1M -$592 -5 -0.1%