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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$2.99M |
| 2 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$1.5M |
| 3 |
Jane Street
New York
|
+$1.21M |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$1.13M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$2.6M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
-$1.61M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$632K |
| 4 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$292K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFAM
51
M Financial Asset Management
Portland,
Oregon
| $1K | – | – | – |
|
|
SJIA
52
St. James Investment Advisors
Port Jefferson,
New York
| $734 | -$5.37K | -51 | -88% |
|
53
Wells Fargo
San Francisco,
California
| $105 | +$105 | +1 | New |
|
|
CFP
54
Curran Financial Partners
Daniel Island,
South Carolina
| – | -$2.6M | -27,306 | Closed |
|
|
55
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$208K | -2,186 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$205K | -2,154 | Closed |
|
|
CWM
57
Castle Wealth Management
West Palm Beach,
Florida
| – | -$4K | -41 | Closed |
|
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.