Vanguard U.S. Value FactorVFVAETF
13F holders, Q1 2025 (March 31)93holders
9new positions
6sold out
1famous investor
$110.31avg. 13F price*
At the end of Q1 2025, 93 institutions reported holding Vanguard U.S. Value Factor (VFVA) in their 13F filings, unchanged from Q4 2024. 9 opened new positions and 6 sold out. The largest holders were Rwa Wealth Partners, LLC ($58.1M), Armbruster Capital Management, Inc. ($48.3M) and Anderson Hoagland & Co. ($25.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard U.S. Value Factor
- CUSIP
- 921935805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $21.7M |
| Exits | 6 | $815K |
All 13F filers, Q4 2024 → Q1 2025: 321,235 shares bought and 197,164 shares sold, net +124,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Rwa Wealth Partners, LLC | 0.73% | Reduce -4.6% | 509,809 | $58.1M |
| Armbruster Capital Management, Inc. | 9.64% | Add +0.8% | 423,961 | $48.3M |
| Anderson Hoagland & Co. | 3.01% | Reduce -2.7% | 260,250 | $25.4M |
| Burrus Financial Services, Inc. | 11.34% | Reduce -1.7% | 195,661 | $22.3M |
| Equitable Holdings, Inc. | 0.12% | New | 111,316 | $12.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +6.6% | 89,478 | $10.2M |
| Sterling Manor Financial, LLC | 5.87% | Reduce -34.7% | 72,058 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 63,843 | $7.3M |
| Menora Mivtachim Holdings LTD. | 0.04% | New | 59,341 | $6.8M |
| MorganRosel Wealth Management, LLC | 1.92% | Add +1.3% | 55,542 | $6.3M |
| UMB Bank, n.a. | 0.10% | Reduce -7.0% | 53,931 | $6.1M |
| LPL Financial LLC | 0.00% | Add +384.1% | 46,214 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -20.9% | 40,439 | $4.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 35,976 | $4.1M |
| Lebenthal Global Advisors, LLC | 0.62% | Add +13.1% | 29,178 | $3.3M |
| Fortis Advisors, LLC | 2.00% | Add +0.6% | 26,875 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +848.2% | 22,083 | $2.5M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -1.8% | 21,500 | $2.5M |
| McIlrath & Eck, LLC | 0.30% | Reduce -5.1% | 21,386 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 20,957 | $2.4M |
| Brown Advisory Inc. | 0.00% | No change | 20,286 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -32.8% | 18,590 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +40.3% | 18,100 | $2.1M |
| Sovereign Financial Group, Inc. | 0.34% | Add +0.4% | 12,988 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 12,634 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +0.5% | 12,236 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -6.7% | 11,858 | $1.4M |
| Visionary Wealth Advisors | 0.07% | Reduce -7.3% | 10,908 | $1.2M |
| Compass Advisory Group LLC | 0.42% | Add +27.7% | 10,529 | $1.2M |
| CoreFirst Bank & Trust | 0.69% | Add +15.3% | 9,389 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 9,325 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +0.4% | 8,910 | $1.0M |
| Long Island Wealth Management, Inc. | 0.62% | Add +24.9% | 8,891 | $1.0M |
| Parkworth Wealth Management, Inc. | 0.78% | Add +1.0% | 8,572 | $977K |
| Keystone Financial Group | 0.09% | Reduce -2.7% | 7,804 | $890K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 7,555 | $861K |
| Mariner, LLC | 0.00% | Add +8.5% | 7,498 | $855K |
| UBS Group AG | 0.00% | Reduce -2.7% | 7,132 | $813K |
| Centaurus Financial, Inc. | 0.05% | Add +14.9% | 6,540 | $746K |
| Private Advisor Group, LLC | 0.00% | Add +1.8% | 6,211 | $708K |
| Bank of Montreal | 0.00% | No change | 6,202 | $707K |
| Rockingstone Advisors LLC | 0.32% | Reduce -19.7% | 6,148 | $701K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 5,766 | $657K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 5,655 | $645K |
| Kathmere Capital Management, LLC | 0.05% | Add +17.8% | 5,215 | $595K |
| Financial Partners Group, Inc | 0.09% | Reduce -0.3% | 5,214 | $594K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.8% | 5,181 | $591K |
| Gotham Asset Management | 0.00% | New | 48,529 | $500K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 3,693 | $421K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.6% | 3,628 | $414K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.6% | 3,628 | $414K |
| Essex Financial Services, Inc. | 0.03% | Add +56.7% | 3,398 | $387K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,261 | $372K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,119 | $356K |
| Sunbelt Securities, Inc. | 0.03% | No change | 3,042 | $347K |
| Smart Money Group LLC | 0.11% | Reduce -91.0% | 2,932 | $334K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.6% | 2,798 | $319K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 2,708 | $309K |
| Bank of America Corp. | 0.00% | Add +10176.0% | 2,569 | $293K |
| Graypoint LLC | 0.02% | No change | 2,419 | $276K |
| Stokes Family Office, LLC | 0.03% | Reduce -95.4% | 2,302 | $262K |
| Motive Wealth Advisors | 0.13% | No change | 2,200 | $251K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.1% | 2,122 | $242K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -3.1% | 2,062 | $235K |
| Lam Group, Inc. | 0.17% | No change | 2,000 | $228K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -21.1% | 1,984 | $226K |
| Quantinno Capital Management LP | 0.00% | Reduce -9.2% | 1,964 | $224K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -25.3% | 1,857 | $212K |
| World Investment Advisors | 0.01% | No change | 1,822 | $208K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.4% | 1,409 | $161K |
| Caldwell Trust Co | 0.02% | No change | 1,396 | $159K |
| Glenmede Trust Co. NA | 0.00% | Reduce -50.0% | 1,160 | $132K |
| Morgan Stanley | 0.00% | Reduce -34.3% | 1,089 | $124K |
| National Bank of Canada | 0.00% | Reduce -5.2% | 1,047 | $119K |
| Hara Capital LLC | 0.07% | Reduce -54.4% | 964 | $110K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 815 | $93K |
| Pacific Center for Financial Services | 0.02% | Add +0.4% | 546 | $62K |
| True Wealth Design, LLC | 0.02% | No change | 425 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 233 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 209 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 186 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 159 | $19K |
| Private Trust Co. NA | 0.00% | No change | 150 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 89 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 84 | $10K |
| Eastern Bank | 0.00% | No change | 54 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 42 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 28 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 19 | $2K |
| Cwm, LLC | 0.00% | New | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $684 |
| Abound Wealth Management | 0.00% | New | 1 | $114 |
"% of holder's portfolio" is VFVA's weight in each manager's 13F, not the share of Vanguard U.S. Value Factor the manager owns.