We are live on ! Find out more
VFQY icon

Vanguard US Quality Factor ETF
VFQY

71 hedge funds and large institutions have $139M invested in Vanguard US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $126M → $139M (+$12.8M)

3% more funds holding

Funds holding: 69 → 71 (+2)

3.52% less ownership

Funds ownership: 45.31% → 41.79% (-3.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
22
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
+$4.18M
2
LPL Financial
LPL Financial
California
+$1.59M
3
BFP
Beacon Financial Planning
Massachusetts
+$577K
4
OMC
Old Mission Capital
Illinois
+$566K
5
CJ
Caitlin John
Michigan
+$521K

Top Sellers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
-$5.76M
2
SP
Symmetry Partners
Connecticut
-$775K
3
PAG
Private Advisor Group
New Jersey
-$479K
4
ACM
Armbruster Capital Management
New York
-$396K
5
SAM
Secure Asset Management
Michigan
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$137K +$3.51K +27 +3%
BHWM
52
Beaird Harris Wealth Management
Texas
$132K +$130 +1 +0.1%
CFFP
53
Center for Financial Planning
Michigan
$123K – – –
Comerica Bank
54
Comerica Bank
Texas
$101K -$10.5K -81 -10%
IA
55
IFP Advisors
Florida
$89.8K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$82.2K – – –
GT
57
Glenmede Trust
Pennsylvania
$81.3K – – –
ME
58
McIlrath & Eck
Washington
$68.5K – – –
SIC
59
Salem Investment Counselors
North Carolina
$54.8K – – –
Morgan Stanley
60
Morgan Stanley
New York
$54K -$70.2K -540 -58%
CT
61
Cambridge Trust
Massachusetts
$47.9K +$45.5K +350 New
FWM
62
FSA Wealth Management
Massachusetts
$41.1K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
S
64
SignatureFD
Georgia
$28K – – –
CSB
65
City State Bank
Iowa
$14K – – –
CPG
66
Cornerstone Planning Group
New Jersey
$13.2K – – –
JFA
67
JNBA Financial Advisors
Minnesota
$13K +$12.3K +95 New
CFD
68
Creative Financial Designs
Indiana
$11K – – –
PA
69
Parallel Advisors
California
$2.74K – – –
GWSA
70
Global Wealth Strategies & Associates
Colorado
$137 – – –
Wells Fargo
71
Wells Fargo
California
$112 – – –
SAM
72
Secure Asset Management
Michigan
– -$272K -2,153 Closed
CAG
73
Compass Advisory Group
New York
– -$244K -1,926 Closed
LIWM
74
Long Island Wealth Management
New York
– -$108K -852 Closed
PS
75
Principal Securities
Iowa
– -$90.6K -716 Closed
1 2
3
4

VFQY Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2024, worth a combined $139M — up 10% from $126M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VFQY positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $4.18M. The largest seller was Hobart Private Capital, cutting an estimated $5.76M.

  • 71 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $139M of Vanguard US Quality Factor ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 11 funds opened new Vanguard US Quality Factor ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2024 was Journey Advisory Group, an estimated $4.18M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2024 was Hobart Private Capital, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2024.