We are live on ! Find out more
VFQY icon

Vanguard US Quality Factor ETF
VFQY

53 hedge funds and large institutions have $76.9M invested in Vanguard US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

15% more funds holding

Funds holding: 46 → 53 (+7)

14% more capital invested

Capital invested by funds: $67.5M → $76.9M (+$9.46M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21.18% less ownership

Funds ownership: 60.03% → 38.85% (-21%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
19
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$2.99M
2
GFS
GYL Financial Synergies
Connecticut
+$1.5M
3
Jane Street
Jane Street
New York
+$1.21M
4
ACM
Armbruster Capital Management
New York
+$1.13M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$554K

Top Sellers

Rank Fund Capital Flow
1
CFP
Curran Financial Partners
South Carolina
-$2.6M
2
CAG
Compass Advisory Group
New York
-$1.61M
3
AFM
Andesa Financial Management
Pennsylvania
-$632K
4
CAL
Capital Advisors Ltd
Ohio
-$292K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$296K -$737 -7 -0.2%
NL
27
NWAM LLC
Washington
$286K +$50.8K +482 +21%
SAM
28
Secure Asset Management
Michigan
$270K +$632 +6 +0.2%
RFM
29
Royal Fund Management
Florida
$268K +$269K +2,554 New
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$248K – – –
MWM
31
Melfa Wealth Management
Massachusetts
$234K +$235K +2,233 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$227K -$163K -1,548 -42%
Bank of America
33
Bank of America
North Carolina
$213K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$210K +$211K +2,001 New
BHWM
35
Beaird Harris Wealth Management
Texas
$135K -$108K -1,021 -44%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$115K – – –
CFFP
37
Center for Financial Planning
Michigan
$94.4K – – –
ME
38
McIlrath & Eck
Washington
$84.8K – – –
NA
39
NewEdge Advisors
Louisiana
$63.5K +$63.8K +606 New
UBS Group
40
UBS Group
Switzerland
$52.8K +$52.7K +500 +12,500%
IA
41
IFP Advisors
Florida
$52K +$69.1K +656 New
TWA
42
TCI Wealth Advisors
Arizona
$30.7K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
SIC
44
Salem Investment Counselors
North Carolina
$21K +$5.27K +50 +33%
CPG
45
Cornerstone Planning Group
New Jersey
$10.8K +$10.5K +100 New
CSB
46
City State Bank
Iowa
$10K – – –
S
47
SignatureFD
Georgia
$9.54K +$4.21K +40 +78%
CFD
48
Creative Financial Designs
Indiana
$8.25K +$105 +1 +1%
PA
49
Parallel Advisors
California
$2.1K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$1.26K +$1.26K +12 New
1
2
3

VFQY Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2022, worth a combined $76.9M — up 14% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFQY positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was AJ Wealth Strategies, adding an estimated $2.99M. The largest seller was Curran Financial Partners, exiting entirely with an estimated $2.6M sold.

  • 53 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $76.9M of Vanguard US Quality Factor ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 12 funds opened new Vanguard US Quality Factor ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2022 was AJ Wealth Strategies, an estimated $2.99M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2022 was Curran Financial Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2022.