VFVA Institutional Ownership
Vanguard U.S. Value Factor ETF
1W: -1.2%
1M: -6.4%
3M: +0.8%
YTD: +14.0%
1Y: +18.6%
3Y: +60.6%
5Y: +69.1%
$152.19
+0.37 (+0.24%)
Weekly Expected Move ±1.7%
$147
$150
$152
$155
$157
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VFVA
102
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
374M
Total Invested
11
New Positions
29
Increased
37
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 524,677 | $80M | +25,517 | +5.1% | 4Q | SEC ↗ |
| 2 | Armbruster Capital Management, Inc. | 431,781 | $66M | -188 | -0.0% | 28Q | SEC ↗ |
| 3 | Equitable Holdings, Inc. | 246,317 | $37M | +30,746 | +14.3% | 6Q | SEC ↗ |
| 4 | ANDERSON HOAGLAND & CO | 243,852 | $37M | -4,579 | -1.8% | 23Q | SEC ↗ |
| 5 | BURRUS FINANCIAL SERVICES, INC. | 195,002 | $30M | -3,473 | -1.7% | 18Q | SEC ↗ |
| 6 | MENORA MIVTACHIM HOLDINGS LTD. | 93,339 | $14M | — | +0.0% | 6Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 77,121 | $12M | +4,134 | +5.7% | 9Q | SEC ↗ |
| 8 | RWA WEALTH PARTNERS, LLC | 72,691 | $11M | -4,007 | -5.2% | 17Q | SEC ↗ |
| 9 | LPL Financial LLC | 70,564 | $11M | +3,534 | +5.3% | 23Q | SEC ↗ |
| 10 | Sterling Manor Financial, LLC | 59,117 | $9M | -3,398 | -5.4% | 9Q | SEC ↗ |
| 11 | UMB Bank, n.a. | 48,898 | $7M | -1,409 | -2.8% | 19Q | SEC ↗ |
| 12 | Capital Advisors Wealth Management, LL | 42,696 | $6M | +427 | +1.0% | 4Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 33,277 | $5M | -512 | -1.5% | 7Q | SEC ↗ |
| 14 | EP Wealth Advisors, LLC | 32,806 | $5M | -755 | -2.2% | 3Q | SEC ↗ |
| 15 | Lebenthal Global Advisors, LLC | 31,083 | $5M | -118 | -0.4% | 7Q | SEC ↗ |
| 16 | Sequoia Financial Advisors, LLC | 26,360 | $4M | +11 | +0.0% | 7Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 23,283 | $4M | +4,291 | +22.6% | 26Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 23,048 | $4M | -1,553 | -6.3% | 26Q | SEC ↗ |
| 19 | Savant Capital, LLC | 16,378 | $2M | +7,628 | +87.2% | 4Q | SEC ↗ |
| 20 | McIlrath & Eck, LLC | 15,121 | $2M | -2,438 | -13.9% | 26Q | SEC ↗ |
| 21 | TWO SIGMA INVESTMENTS, LP | 14,100 | $2M | +5,900 | +72.0% | 4Q | SEC ↗ |
| 22 | Cerity Partners LLC | 13,708 | $2M | -895 | -6.1% | 23Q | SEC ↗ |
| 23 | Sovereign Financial Group, Inc. | 12,741 | $2M | -566 | -4.3% | 22Q | SEC ↗ |
| 24 | Compass Advisory Group LLC | 11,233 | $2M | +49 | +0.4% | 17Q | SEC ↗ |
| 25 | BROWN ADVISORY INC | 10,784 | $2M | -3,622 | -25.1% | 9Q | SEC ↗ |
| 26 | Seven Bridges Advisors LLC NEW | 10,115 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | UBS Group AG | 10,092 | $2M | +204 | +2.1% | 17Q | SEC ↗ |
| 28 | Long Island Wealth Management, Inc. | 9,879 | $2M | +1,269 | +14.7% | 11Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 9,827 | $1M | -481 | -4.7% | 13Q | SEC ↗ |
| 30 | Visionary Wealth Advisors | 9,093 | $1M | -201 | -2.2% | 22Q | SEC ↗ |
| 31 | WHITTIER TRUST CO | 9,091 | $1M | +33 | +0.4% | 15Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 8,951 | $1M | -4,197 | -31.9% | 15Q | SEC ↗ |
| 33 | CoreFirst Bank & Trust | 8,839 | $1M | +5 | +0.1% | 11Q | SEC ↗ |
| 34 | Keystone Financial Group | 8,815 | $1M | +71 | +0.8% | 8Q | SEC ↗ |
| 35 | Hara Capital LLC | 8,575 | $1M | +964 | +12.7% | 11Q | SEC ↗ |
| 36 | Kathmere Capital Management, LLC | 7,508 | $1M | — | +0.0% | 13Q | SEC ↗ |
| 37 | Rockingstone Advisors LLC | 7,187 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 38 | BANK OF MONTREAL /CAN | 7,002 | $1M | -85 | -1.2% | 8Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP NEW | 6,302 | $959K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mariner, LLC | 6,006 | $914K | — | +0.0% | 10Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 5,585 | $850K | — | +0.0% | 32Q | SEC ↗ |
| 42 | Financial Engines Advisors L.L.C. | 5,433 | $827K | -48 | -0.9% | 9Q | SEC ↗ |
| 43 | Corient Private Wealth LP NEW | 5,351 | $814K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Financial Partners Group, Inc | 5,232 | $796K | +4 | +0.1% | 17Q | SEC ↗ |
| 45 | Stonehearth Capital Management, LLC | 5,116 | $779K | -1,152 | -18.4% | 5Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV | 4,497 | $684K | +18 | +0.4% | 13Q | SEC ↗ |
| 47 | Essex Financial Services, Inc. | 4,425 | $673K | +39 | +0.9% | 8Q | SEC ↗ |
| 48 | Private Advisor Group, LLC | 4,050 | $616K | — | +0.0% | 15Q | SEC ↗ |
| 49 | Quantinno Capital Management LP | 4,022 | $612K | +1,823 | +82.9% | 3Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,925 | $597K | +2,357 | +150.3% | 12Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Seven Bridges Advisors LLC | 10,115 | $2M |
| STIFEL FINANCIAL CORP | 6,302 | $959K |
| Corient Private Wealth LP | 5,351 | $814K |
| ENVESTNET ASSET MANAGEMENT INC | 1,375 | $209K |
| Summit Financial, LLC | 1,372 | $209K |
| INVESTMENT COUNSEL CO OF NEVADA | 343 | $52K |
| Steward Partners Investment Advisor | 175 | $27K |
| Global Retirement Partners, LLC | 65 | $10K |
| CX Institutional | 63 | $10K |
| IFP Advisors, Inc | 37 | $6K |
| Abound Wealth Management | 3 | $0K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RFP Financial Group LLC | 35,150 | $5M |
| Fortis Advisors, LLC | 6,473 | $985K |
| GOLDMAN SACHS GROUP INC | 3,261 | $496K |
| Foundations Investment Advisors, LL | 2,653 | $404K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,190 | $333K |
| Stokes Family Office, LLC | 2,068 | $315K |
| CITADEL ADVISORS LLC | 1,677 | $255K |
| Caldwell Trust Co | 1,396 | $212K |
| MBM WEALTH CONSULTANTS, LLC | 775 | $118K |
| Kestra Advisory Services, LLC | 728 | $111K |
| Root Financial Partners, LLC | 252 | $38K |
| MidAtlantic Capital Management, Inc | 171 | $26K |
| AMERIFLEX GROUP, INC. | 42 | $6K |
| Advisory Services Network, LLC | 31 | $5K |
| EASTERN BANK | 23 | $4K |
| BLAIR WILLIAM & CO/IL | 2 | $0K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | +30,746 | +14.3% | 246,317 |
| VANTAGEPOINT INVESTMENT ADVISERS LL | +25,517 | +5.1% | 524,677 |
| Savant Capital, LLC | +7,628 | +87.2% | 16,378 |
| TWO SIGMA INVESTMENTS, LP | +5,900 | +72.0% | 14,100 |
| ROYAL BANK OF CANADA | +4,291 | +22.6% | 23,283 |
| BANK OF AMERICA CORP /DE | +4,134 | +5.7% | 77,121 |
| LPL Financial LLC | +3,534 | +5.3% | 70,564 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +2,357 | +150.3% | 3,925 |
| Quantinno Capital Management LP | +1,823 | +82.9% | 4,022 |
| Long Island Wealth Management, Inc. | +1,269 | +14.7% | 9,879 |
| Hara Capital LLC | +964 | +12.7% | 8,575 |
| Capital Advisors Wealth Management, | +427 | +1.0% | 42,696 |
| WELLS FARGO & COMPANY/MN | +209 | +20900.0% | 210 |
| UBS Group AG | +204 | +2.1% | 10,092 |
| Keystone Financial Group | +71 | +0.8% | 8,815 |
| Compass Advisory Group LLC | +49 | +0.4% | 11,233 |
| Smart Money Group LLC | +41 | +1.6% | 2,552 |
| Essex Financial Services, Inc. | +39 | +0.9% | 4,425 |
| WHITTIER TRUST CO | +33 | +0.4% | 9,091 |
| MERCER GLOBAL ADVISORS INC /ADV | +18 | +0.4% | 4,497 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | -4,579 | -1.8% | 243,852 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,197 | -31.9% | 8,951 |
| RWA WEALTH PARTNERS, LLC | -4,007 | -5.2% | 72,691 |
| BROWN ADVISORY INC | -3,622 | -25.1% | 10,784 |
| BURRUS FINANCIAL SERVICES, INC. | -3,473 | -1.7% | 195,002 |
| Sterling Manor Financial, LLC | -3,398 | -5.4% | 59,117 |
| CENTAURUS FINANCIAL, INC. | -2,554 | -52.2% | 2,337 |
| McIlrath & Eck, LLC | -2,438 | -13.9% | 15,121 |
| OSAIC HOLDINGS, INC. | -1,553 | -6.3% | 23,048 |
| UMB Bank, n.a. | -1,409 | -2.8% | 48,898 |
| Stonehearth Capital Management, LLC | -1,152 | -18.4% | 5,116 |
| JPMORGAN CHASE & CO | -1,008 | -58.8% | 707 |
| Cerity Partners LLC | -895 | -6.1% | 13,708 |
| EP Wealth Advisors, LLC | -755 | -2.2% | 32,806 |
| Sovereign Financial Group, Inc. | -566 | -4.3% | 12,741 |
| RAYMOND JAMES FINANCIAL INC | -512 | -1.5% | 33,277 |
| Cambridge Investment Research Advis | -481 | -4.7% | 9,827 |
| Orion Porfolio Solutions, LLC | -347 | -12.5% | 2,419 |
| Visionary Wealth Advisors | -201 | -2.2% | 9,093 |
| Armbruster Capital Management, Inc. | -188 | -0.0% | 431,781 |