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Vanguard US Quality Factor ETF
VFQY

71 hedge funds and large institutions have $139M invested in Vanguard US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $126M → $139M (+$12.8M)

3% more funds holding

Funds holding: 69 → 71 (+2)

3.52% less ownership

Funds ownership: 45.31% → 41.79% (-3.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
22
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
+$4.18M
2
LPL Financial
LPL Financial
California
+$1.59M
3
BFP
Beacon Financial Planning
Massachusetts
+$577K
4
OMC
Old Mission Capital
Illinois
+$566K
5
CJ
Caitlin John
Michigan
+$521K

Top Sellers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
-$5.76M
2
SP
Symmetry Partners
Connecticut
-$775K
3
PAG
Private Advisor Group
New Jersey
-$479K
4
ACM
Armbruster Capital Management
New York
-$396K
5
SAM
Secure Asset Management
Michigan
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$617K -$157K -1,208 -21%
OMC
27
Old Mission Capital
Illinois
$597K +$566K +4,357 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$580K +$65.6K +505 +14%
GA
29
GSG Advisors
New Jersey
$563K +$1.69K +13 +0.3%
AFO
30
Arrowroot Family Office
California
$560K +$390 +3 +0.1%
SFS
31
Security Financial Services
Indiana
$521K +$390 +3 +0.1%
PAG
32
Private Advisor Group
New Jersey
$509K -$479K -3,685 -50%
Jane Street
33
Jane Street
New York
$447K +$424K +3,262 New
NL
34
NWAM LLC
Washington
$433K +$48.2K +371 +13%
DWP
35
Destiny Wealth Partners
Florida
$428K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$398K +$378K +2,908 New
RJA
37
Raymond James & Associates
Florida
$377K +$357K +2,750 New
KCM
38
Kathmere Capital Management
Pennsylvania
$345K +$1.56K +12 +0.5%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$324K – – –
Citadel Advisors
40
Citadel Advisors
Florida
$303K +$288K +2,213 New
CCA
41
Cobblestone Capital Advisors
New York
$291K -$9.75K -75 -3%
Cerity Partners
42
Cerity Partners
New York
$287K – – –
SAM
43
Synergy Asset Management
Washington
$281K -$143K -1,104 -35%
JP Morgan Chase
44
JP Morgan Chase
New York
$273K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$255K +$21.4K +165 +10%
MWM
46
Melfa Wealth Management
Massachusetts
$250K +$237K +1,826 New
ACA
47
Aptus Capital Advisors
Alabama
$239K +$227K +1,749 New
Creative Planning
48
Creative Planning
Kansas
$234K +$6.5K +50 +3%
RWP
49
RWA Wealth Partners
Massachusetts
$204K +$194K +1,489 New
UBS Group
50
UBS Group
Switzerland
$196K -$236K -1,812 -56%
1
2
3 4

VFQY Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2024, worth a combined $139M — up 10% from $126M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VFQY positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $4.18M. The largest seller was Hobart Private Capital, cutting an estimated $5.76M.

  • 71 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $139M of Vanguard US Quality Factor ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 11 funds opened new Vanguard US Quality Factor ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2024 was Journey Advisory Group, an estimated $4.18M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2024 was Hobart Private Capital, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2024.