Fiduciary Family Office Sells $4.54M Vanguard Value ETF Stake, Emerald Advisors Buys $15.16M
Fiduciary Family Office LLC reduced its Vanguard Value ETF holdings by 21.3% in the third quarter, selling 6,594 shares and retaining 24,340 shares worth $4.54 million. Emerald Advisors LLC increased its position by 6.3%, adding 4,791 shares to hold 81,289 shares valued at $15.16 million.
1. Fiduciary Family Office LLC Trims Vanguard Value ETF Position
In its latest Form 13F filing with the SEC, Fiduciary Family Office LLC disclosed a 21.3% reduction in its Vanguard Value ETF holdings during Q3, selling 6,594 shares to bring its total to 24,340. Following the sale, the ETF represents 1.3% of the firm’s total portfolio, ranking as its ninth largest holding. At quarter-end, the remaining stake was valued at $4.54 million. This move contrasts with other institutional activity, such as Wilmington Savings Fund Society FSB’s 18.3% increase and D.A. Davidson & Co.’s 2.8% boost in Q3, highlighting divergent strategies among asset managers in the value-tilt segment.
2. Emerald Advisors LLC Boosts Allocation to Vanguard Value ETF
Emerald Advisors LLC reported a 6.3% increase in its Vanguard Value ETF holdings in Q3, adding 4,791 shares to reach 81,289. The ETF now constitutes roughly 2.0% of the firm’s assets, making it Emerald’s second-largest position, with a quarter-end valuation of $15.16 million. This upward adjustment sits alongside other portfolio shifts, including Brighton Jones LLC’s 7.9% gain in the fourth quarter and Millennium Management LLC’s inaugural $4.05 million investment in the fund in Q1, underscoring continued institutional interest in broad U.S. value exposures.