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Vanguard US Value Factor ETF

87 hedge funds and large institutions have $231M 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 38.21%37.43% (-0.78%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

6% less funds holding

Funds holding: 9387 (-6)

17% less capital invested

Capital invested by funds: $279M → $231M (-$48M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
29
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$50.1M -$52.4K -470 -0.1%
AHC
2
Anderson Hoagland & Co
Missouri
$31.2M +$363K +3,258 +1%
BFS
3
Burrus Financial Services
Utah
$23.9M +$735K +6,594 +3%
EH
4
Equitable Holdings
New York
$15.1M +$1.85M +16,594 +15%
RWP
5
RWA Wealth Partners
Massachusetts
$14.2M -$43.4M -389,414 -76%
MMH
6
Menora Mivtachim Holdings
Israel
$11M +$3.76M +33,672 +57%
SMF
7
Sterling Manor Financial
New York
$8.37M -$150K -1,347 -2%
UB
8
UMB Bank
Missouri
$6.42M +$40.6K +364 +0.7%
LPL Financial
9
LPL Financial
California
$6.39M +$868K +7,779 +17%
UBS Group
10
UBS Group
Switzerland
$6.14M +$5M +44,798 +628%
Raymond James Financial
11
Raymond James Financial
Florida
$4.48M -$2.9M -25,998 -41%
EWA
12
EP Wealth Advisors
California
$4.22M -$36.5K -327 -0.9%
SFA
13
Sequoia Financial Advisors
Ohio
$3.76M -$6.43M -57,680 -64%
LGA
14
Lebenthal Global Advisors
New York
$3.44M -$6.47K -58 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.49M +$10K +90 +0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.46M -$147K -1,322 -6%
Brown Advisory
17
Brown Advisory
Maryland
$2.4M
ME
18
McIlrath & Eck
Washington
$2.35M -$167K -1,495 -7%
FA
19
Fortis Advisors
Pennsylvania
$1.71M -$1.38M -12,379 -46%
SFG
20
Sovereign Financial Group
Connecticut
$1.6M +$62.3K +559 +4%
Cerity Partners
21
Cerity Partners
New York
$1.37M -$33.1K -297 -3%
CBT
22
CoreFirst Bank & Trust
Kansas
$1.32M +$195K +1,752 +19%
VWA
23
Visionary Wealth Advisors
Illinois
$1.31M +$21.9K +196 +2%
CAG
24
Compass Advisory Group
New York
$1.21M -$33.8K -303 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.1M -$558 -5 -0.1%

VFVA Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q2 2025, worth a combined $231M — down 17% from $279M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VFVA and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was UBS Group, adding an estimated $5M. The largest seller was RWA Wealth Partners, cutting an estimated $43.4M.

  • 87 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q2 2025, down from 93 in Q1 2025.
  • Funds reported $231M of Vanguard US Value Factor ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new Vanguard US Value Factor ETF positions in Q2 2025 and 12 closed out, a net change of -4 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q2 2025 was UBS Group, an estimated $5M added.
  • The largest Vanguard US Value Factor ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $43.4M sold.

Based on aggregated 13F filings for Q2 2025.