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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$16.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.95M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.47M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$6.51M |
| 2 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
-$4.06M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$3.47M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$187K |
| 5 |
Jane Street
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
51
SignatureFD
Atlanta,
Georgia
| $9.86K | – | – | – |
|
|
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $8.55K | – | – | – |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| $4.67K | +$4.7K | +43 | New |
|
|
PA
54
Parallel Advisors
San Francisco,
California
| $2.17K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $67 | -$109 | -1 | Closed |
|
|
AWS
56
AJ Wealth Strategies
New York
| – | -$3.47M | -33,054 | Closed |
|
|
NA
57
NewEdge Advisors
New Orleans,
Louisiana
| – | -$63.5K | -606 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$1.26K | -12 | Closed |
|
|
MFAM
59
M Financial Asset Management
Portland,
Oregon
| – | -$1K | -11 | Closed |
|
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.