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Vanguard US Quality Factor ETF
VFQY

54 hedge funds and large institutions have $93.7M invested in Vanguard US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $76.9M → $93.7M (+$16.8M)

3.54% more ownership

Funds ownership: 38.85% → 42.39% (+3.5%)

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
+$16.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.95M
3
FIA
Foundations Investment Advisors
Arizona
+$2.77M
4
LPL Financial
LPL Financial
California
+$1.47M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
CAG
Compass Advisory Group
New York
-$6.51M
2
GFS
GYL Financial Synergies
Connecticut
-$4.06M
3
AWS
AJ Wealth Strategies
New York
-$3.47M
4
PFA
Pure Financial Advisors
California
-$187K
5
Jane Street
Jane Street
New York
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$500K – – –
MOS
27
MGO One Seven
Ohio
$421K +$92.5K +846 +28%
TC
28
TownSquare Capital
Utah
$421K +$92.5K +846 +28%
SFS
29
Security Financial Services
Indiana
$411K +$437 +4 +0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$367K -$5.14K -47 -1%
CAG
31
Compass Advisory Group
New York
$354K -$6.51M -59,581 -95%
Osaic Holdings
32
Osaic Holdings
Arizona
$346K +$1.75K +16 +0.5%
DWP
33
Destiny Wealth Partners
Florida
$339K – – –
NL
34
NWAM LLC
Washington
$305K +$9.29K +85 +3%
SAM
35
Secure Asset Management
Michigan
$257K -$23K -210 -8%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$256K – – –
MWM
37
Melfa Wealth Management
Massachusetts
$243K +$1.42K +13 +0.6%
CCA
38
Cobblestone Capital Advisors
New York
$238K +$241K +2,200 New
Bank of America
39
Bank of America
North Carolina
$220K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$217K – – –
BHWM
41
Beaird Harris Wealth Management
Texas
$139K +$219 +2 +0.2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$119K – – –
CFFP
43
Center for Financial Planning
Michigan
$97.5K – – –
ME
44
McIlrath & Eck
Washington
$87.6K – – –
UBS Group
45
UBS Group
Switzerland
$60.7K +$6.12K +56 +11%
IA
46
IFP Advisors
Florida
$53.3K – – –
SIC
47
Salem Investment Counselors
North Carolina
$43.3K +$21.9K +200 +100%
TWA
48
TCI Wealth Advisors
Arizona
$33.3K +$1.53K +14 +5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
CSB
50
City State Bank
Iowa
$11K – – –
1
2
3

VFQY Hedge Fund Activity: Q1 2023 in Review

54 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2023, worth a combined $93.7M — up 22% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Hobart Private Capital, opening a new position worth an estimated $16.2M. The largest seller was Compass Advisory Group, cutting an estimated $6.51M.

  • 54 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $93.7M of Vanguard US Quality Factor ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2023 was Hobart Private Capital, an estimated $16.2M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2023 was Compass Advisory Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q1 2023.