Vanguard US Quality Factor ETF
VFQY
57 hedge funds and large institutions have $96.5M invested in Vanguard US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 54 → 57 (+3)
3% more capital invested
Capital invested by funds: $93.7M → $96.5M (+$2.81M)
1.33% less ownership
Funds ownership: 42.39% → 41.06% (-1.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$274K |
| 4 |
Cerity Partners
New York
|
+$233K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$1.49M |
| 2 |
Jane Street
New York
|
-$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$851K |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$679K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$426K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.9K | +$14.2K | +131 | New |
|
|
CPG
52
Cornerstone Planning Group
Fairfield,
New Jersey
| $11.4K | +$10.8K | +100 | New |
|
|
CSB
53
City State Bank
Norwalk,
Iowa
| $11K | – | – | – |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $10.4K | – | – | – |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $9.04K | – | – | – |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $2.28K | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $93 | +$108 | +1 | New |
|
|
58
Jane Street
New York
| – | -$1.09M | -10,043 | Closed |
|
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$851K | -7,859 | Closed |
|
|
MWM
60
Melfa Wealth Management
Westborough,
Massachusetts
| – | -$243K | -2,246 | Closed |
|
|
TWA
61
TCI Wealth Advisors
Tucson,
Arizona
| – | -$33.3K | -307 | Closed |
|
|
AAS
62
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.67K | -43 | Closed |
|
VFQY Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q2 2023, worth a combined $96.5M — up 3% from $93.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VFQY positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 20 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.1M. The largest seller was Symmetry Partners, cutting an estimated $1.49M.
- 57 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q2 2023, up from 54 in Q1 2023.
- Funds reported $96.5M of Vanguard US Quality Factor ETF stock for Q2 2023, up 3% quarter-over-quarter.
- 9 funds opened new Vanguard US Quality Factor ETF positions in Q2 2023 and 5 closed out, a net change of +4 holders.
- The largest Vanguard US Quality Factor ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.1M added.
- The largest Vanguard US Quality Factor ETF seller in Q2 2023 was Symmetry Partners, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2023.