In its latest Form 13F filing, Fiduciary Family Office LLC disclosed a 21.3% reduction in its position in Vanguard Value ETF during the third quarter. The firm sold 6,594 shares, bringing its total holding to 24,340 shares, which represent 1.3% of its overall portfolio. At quarter end, those shares carried a reported value of $4,539,000, making Vanguard Value ETF the ninth largest holding in the firm’s equity allocations. This divestiture follows a period of modest performance differential between value-oriented benchmarks and broader market indices.

Emerald Advisors LLC increased its stake in Vanguard Value ETF by 6.3% over the same period, adding 4,791 shares to reach a total of 81,289 shares. This position now accounts for approximately 2.0% of the firm’s assets under management, ranking it second among all equity holdings. The additional shares boosted the value of Emerald’s position to $15,160,000 by quarter’s end, reflecting the advisor’s growing conviction in the long-term outlook for U.S. large-cap value stocks as represented by the MSCI US Prime Market Value Index.

Several other institutional investors adjusted their allocations to Vanguard Value ETF in recent quarters. Wilmington Savings Fund Society FSB expanded its position by 18.3%, acquiring 9,135 shares for a total of 59,058 shares valued at $10,438,000. D.A. Davidson & Co. added 149,422 shares, lifting its stake to 5,458,462 shares worth $1,017,949,000. Financial Advisory Corp and Financial Management Professionals Inc. also increased their stakes by 4.1% and 2.1%, respectively, while Bridges Investment Management Inc. made a smaller 1.4% addition. These shifts underscore a continued interest among asset managers in value exposure, even as fund flows across equity strategies have been broadly mixed.