In its latest Form 13F filing, Fiduciary Family Office LLC reported a 21.3% reduction in its Vanguard Value ETF position during the third quarter. The firm sold 6,594 shares, trimming its holdings to 24,340 shares valued at approximately $4.54 million. Vanguard Value ETF now represents about 1.3% of the firm’s total portfolio, ranking as its ninth largest holding and signaling a strategic shift away from domestic value equities within its client accounts.

Emerald Advisors LLC boosted its stake in Vanguard Value ETF by 6.3% over the same period, acquiring an additional 4,791 shares. The firm now holds 81,289 shares of the ETF, worth roughly $15.16 million, making it Emerald’s second largest position. This increase reflects the advisor’s growing conviction in the value segment of the U.S. equity market, allocating 2.0% of its overall portfolio to the fund following the purchase.

Beyond these two managers, Wilmington Savings Fund Society FSB expanded its position by 18.3%, adding 9,135 shares to reach 59,058, while D.A. Davidson & Co. increased its allocation by 2.8%, taking its holding to over 5.45 million shares valued at more than $1.02 billion. Smaller advisers such as Financial Management Professionals Inc. and Financial Advisory Corp each lifted their stakes by around 2%–4%, adding between 2,884 and 8,984 shares. These varied moves among institutional investors underscore a nuanced view of the U.S. large-cap value space as fund flows remain selective ahead of year-end positioning.