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Vanguard US Quality Factor ETF
VFQY

46 hedge funds and large institutions have $67.5M invested in Vanguard US Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more funds holding

Funds holding: 42 → 46 (+4)

3.22% more ownership

Funds ownership: 56.81% → 60.03% (+3.2%)

3% more capital invested

Capital invested by funds: $65.7M → $67.5M (+$1.78M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
11
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GFS
GYL Financial Synergies
Connecticut
+$4.31M
2
AFM
Andesa Financial Management
Pennsylvania
+$1.25M
3
ACM
Armbruster Capital Management
New York
+$885K
4
IFA
Interactive Financial Advisors
Illinois
+$858K
5
PAG
Private Advisor Group
New Jersey
+$772K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
2
SMG
Smart Money Group
Texas
-$2.12M
3
CAG
Compass Advisory Group
New York
-$1.11M
4
CT
Coastline Trust
Rhode Island
-$62.6K
5
PFA
Professional Financial Advisors
Nebraska
-$40.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Secure Asset Management
Michigan
$245K +$1.67K +16 +0.6%
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$225K – – –
BHWM
28
Beaird Harris Wealth Management
Texas
$220K -$104 -1 -0%
NL
29
NWAM LLC
Washington
$214K +$234K +2,246 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$208K -$1.46K -14 -0.6%
Citadel Advisors
31
Citadel Advisors
Florida
$205K -$2.5M -23,952 -92%
Bank of America
32
Bank of America
North Carolina
$193K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$105K – – –
CFFP
34
Center for Financial Planning
Michigan
$86K – – –
ME
35
McIlrath & Eck
Washington
$77K – – –
TWA
36
TCI Wealth Advisors
Arizona
$28K -$3.03K -29 -9%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$23K +$25.6K +245 New
SIC
38
Salem Investment Counselors
North Carolina
$14K +$15.7K +150 New
CSB
39
City State Bank
Iowa
$10K – – –
CFD
40
Creative Financial Designs
Indiana
$7K +$8.14K +78 New
SJIA
41
St. James Investment Advisors
New York
$6K – – –
S
42
SignatureFD
Georgia
$5K – – –
CWM
43
Castle Wealth Management
Florida
$4K -$4.59K -44 -52%
PA
44
Parallel Advisors
California
$2K – – –
MFAM
45
M Financial Asset Management
Oregon
$1K – – –
SMG
46
Smart Money Group
Texas
– -$2.12M -21,594 Closed
UBS Group
47
UBS Group
Switzerland
– -$39.1K -375 -99%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
– -$18K -182 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$1K -17 Closed
1
2

VFQY Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q3 2022, worth a combined $67.5M — up 2.7% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was GYL Financial Synergies, adding an estimated $4.31M. The largest seller was Citadel Advisors, cutting an estimated $2.5M.

  • 46 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $67.5M of Vanguard US Quality Factor ETF stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q3 2022 was GYL Financial Synergies, an estimated $4.31M added.
  • The largest Vanguard US Quality Factor ETF seller in Q3 2022 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2022.