Vanguard US Quality Factor ETF
VFQY
57 hedge funds and large institutions have $95.5M invested in Vanguard US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1.88% more ownership
Funds ownership: 41.06% → 42.94% (+1.9%)
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $96.5M → $95.5M (-$1.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.62M |
| 2 |
Jane Street
New York
|
+$883K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$663K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$647K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$3.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.44M |
| 3 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
-$738K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$428K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.7K | – | – | – |
|
|
CPG
52
Cornerstone Planning Group
Fairfield,
New Jersey
| $11.2K | – | – | – |
|
|
CSB
53
City State Bank
Norwalk,
Iowa
| $11K | – | – | – |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $10.3K | +$116 | +1 | +1% |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $8.94K | +$116 | +1 | +1% |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $2.25K | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $109 | – | – | – |
|
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.44M | -12,660 | Closed |
|
|
MOS
59
MGO One Seven
Beachwood,
Ohio
| – | -$428K | -3,753 | Closed |
|
|
TC
60
TownSquare Capital
Provo,
Utah
| – | -$428K | -3,753 | Closed |
|
61
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$374K | -3,279 | Closed |
|
62
Citadel Advisors
Miami,
Florida
| – | -$288K | -2,529 | Closed |
|
|
TF
63
Trek Financial
Scottsdale,
Arizona
| – | -$214K | -1,872 | Closed |
|
|
TFM
64
TFC Financial Management
Boston,
Massachusetts
| – | -$19.7K | -173 | Closed |
|
VFQY Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q3 2023, worth a combined $95.5M — down 1.1% from $96.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VFQY positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.62M. The largest seller was Hobart Private Capital, cutting an estimated $3.7M.
- 57 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $95.5M of Vanguard US Quality Factor ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
- 8 funds opened new Vanguard US Quality Factor ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest Vanguard US Quality Factor ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $2.62M added.
- The largest Vanguard US Quality Factor ETF seller in Q3 2023 was Hobart Private Capital, an estimated $3.7M sold.
Based on aggregated 13F filings for Q3 2023.