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Vanguard US Value Factor ETF

89 hedge funds and large institutions have $365M invested in Vanguard US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

58% more capital invested

Capital invested by funds: $231M → $365M (+$134M)

14.79% more ownership

Funds ownership: 37.43%52.22% (+15%)

2% more funds holding

Funds holding: 8789 (+2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
24
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$64.6M +$62.9M +506,824 New
Bank of America
2
Bank of America
North Carolina
$57.4M +$55M +442,523 +6,035%
ACM
3
Armbruster Capital Management
New York
$54.6M +$532K +4,282 +1%
AHC
4
Anderson Hoagland & Co
Missouri
$31.8M -$1.71M -13,786 -5%
BFS
5
Burrus Financial Services
Utah
$26M +$171K +1,381 +0.7%
EH
6
Equitable Holdings
New York
$21M +$4.56M +36,760 +29%
RWP
7
RWA Wealth Partners
Massachusetts
$11.9M -$3.35M -26,975 -22%
MMH
8
Menora Mivtachim Holdings
Israel
$11.4M -$447K -3,602 -4%
SMF
9
Sterling Manor Financial
New York
$8M -$993K -7,997 -11%
LPL Financial
10
LPL Financial
California
$7.31M +$417K +3,357 +6%
UB
11
UMB Bank
Missouri
$6.27M -$634K -5,102 -9%
CAWM
12
Capital Advisors Wealth Management
Washington
$5.3M +$5.16M +41,562 New
Raymond James Financial
13
Raymond James Financial
Florida
$4.84M +$9.06K +73 +0.2%
SFA
14
Sequoia Financial Advisors
Ohio
$3.82M -$228K -1,834 -6%
UBS Group
15
UBS Group
Switzerland
$3.72M -$2.82M -22,739 -44%
LGA
16
Lebenthal Global Advisors
New York
$3.69M -$18.5K -149 -0.5%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.64M -$9.56K -77 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.56M -$126K -1,015 -5%
ME
19
McIlrath & Eck
Washington
$2.47M -$65.7K -529 -3%
Brown Advisory
20
Brown Advisory
Maryland
$2.09M -$486K -3,912 -19%
SFG
21
Sovereign Financial Group
Connecticut
$1.72M -$10.6K -85 -0.6%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.67M +$1.63M +13,100 New
CBT
23
CoreFirst Bank & Trust
Kansas
$1.57M +$147K +1,186 +11%
Cerity Partners
24
Cerity Partners
New York
$1.46M -$15K -121 -1%
CAG
25
Compass Advisory Group
New York
$1.31M +$2.73K +22 +0.2%

VFVA Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q3 2025, worth a combined $365M — up 58% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VFVA positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 34 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $62.9M. The largest seller was RWA Wealth Partners, cutting an estimated $3.35M.

  • 89 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $365M of Vanguard US Value Factor ETF stock for Q3 2025, up 58% quarter-over-quarter.
  • 15 funds opened new Vanguard US Value Factor ETF positions in Q3 2025 and 9 closed out, a net change of +6 holders.
  • The largest Vanguard US Value Factor ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $62.9M added.
  • The largest Vanguard US Value Factor ETF seller in Q3 2025 was RWA Wealth Partners, an estimated $3.35M sold.

Based on aggregated 13F filings for Q3 2025.