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Vanguard US Quality Factor ETF

70 hedge funds and large institutions have $138M invested in Vanguard US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 41.79%41.04% (-0.75%)

1% less capital invested

Capital invested by funds: $139M → $138M (-$1.46M)

1% less funds holding

Funds holding: 7170 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$697K
Goldman Sachs
27
Goldman Sachs
New York
$618K
GA
28
GSG Advisors
New Jersey
$561K +$2.13K +16 +0.4%
AFO
29
Arrowroot Family Office
California
$548K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$544K -$24.4K -183 -4%
SFS
31
Security Financial Services
Indiana
$510K
RJA
32
Raymond James & Associates
Florida
$501K +$131K +984 +36%
PAG
33
Private Advisor Group
New Jersey
$498K
DWP
34
Destiny Wealth Partners
Florida
$420K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$395K +$5.19K +39 +1%
KCM
36
Kathmere Capital Management
Pennsylvania
$341K +$3.33K +25 +1%
SA
37
Sanctuary Advisors
Indiana
$339K +$344K +2,587 New
JP Morgan Chase
38
JP Morgan Chase
New York
$335K +$67.1K +504 +25%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$317K
Cerity Partners
40
Cerity Partners
New York
$281K
RFP
41
Root Financial Partners
California
$276K +$274K +2,061 New
SAM
42
Synergy Asset Management
Washington
$252K -$22.2K -167 -8%
ACA
43
Aptus Capital Advisors
Alabama
$248K +$13.8K +104 +6%
CCA
44
Cobblestone Capital Advisors
New York
$247K -$37.3K -280 -13%
MWM
45
Melfa Wealth Management
Massachusetts
$229K -$16K -120 -7%
BFAG
46
Blackston Financial Advisory Group
Florida
$216K +$214K +1,608 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$211K -$37.9K -285 -15%
UAG
48
United Advisor Group
Ohio
$206K +$205K +1,537 New
Creative Planning
49
Creative Planning
Kansas
$205K -$24.1K -181 -11%
UBS Group
50
UBS Group
Switzerland
$167K -$24.9K -187 -13%

VFQY Hedge Fund Activity: Q2 2024 in Review

70 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q2 2024, worth a combined $138M — down 1.1% from $139M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.89M. The largest seller was Symmetry Partners, cutting an estimated $803K.

  • 70 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q2 2024, down from 71 in Q1 2024.
  • Funds reported $138M of Vanguard US Quality Factor ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Vanguard US Quality Factor ETF buyer in Q2 2024 was Stifel Financial, an estimated $1.89M added.
  • The largest Vanguard US Quality Factor ETF seller in Q2 2024 was Symmetry Partners, an estimated $803K sold.

Based on aggregated 13F filings for Q2 2024.