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Vanguard US Quality Factor ETF

76 hedge funds and large institutions have $155M invested in Vanguard US Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $138M → $155M (+$17.8M)

9% more funds holding

Funds holding: 7076 (+6)

1.17% less ownership

Funds ownership: 41.04%39.87% (-1.2%)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
32
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$238K +$230K +1,667 New
MWM
52
Melfa Wealth Management
Massachusetts
$225K -$18.3K -133 -8%
UBS Group
53
UBS Group
Switzerland
$190K +$11.3K +82 +7%
IA
54
IFP Advisors
Florida
$161K +$66.7K +484 +76%
FCT
55
First Community Trust
Iowa
$129K +$124K +901 New
CFFP
56
Center for Financial Planning
Michigan
$129K
BHWM
57
Beaird Harris Wealth Management
Texas
$125K +$276 +2 +0.2%
Osaic Holdings
58
Osaic Holdings
Arizona
$97.3K +$44.5K +323 +90%
Comerica Bank
59
Comerica Bank
Texas
$95.3K -$5.52K -40 -6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$85.7K
GT
61
Glenmede Trust
Pennsylvania
$84.9K
ME
62
McIlrath & Eck
Washington
$71.4K
SIC
63
Salem Investment Counselors
North Carolina
$57.2K
Morgan Stanley
64
Morgan Stanley
New York
$56.3K -$6.89K -50 -11%
FFA
65
Farther Finance Advisors
California
$47.1K +$45.5K +330 New
MG
66
Mather Group
Illinois
$38.2K +$36.8K +267 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$35K
S
68
SignatureFD
Georgia
$29.3K +$138 +1 +0.5%
FWM
69
FSA Wealth Management
Massachusetts
$28.6K +$27.6K +200 New
JFA
70
JNBA Financial Advisors
Minnesota
$20.6K +$3.17K +23 +19%
CSB
71
City State Bank
Iowa
$14.3K
TCM
72
TD Capital Management
Tennessee
$5.02K +$4.83K +35 New
US Bancorp
73
US Bancorp
Minnesota
$4.86K +$4.69K +34 New
PA
74
Parallel Advisors
California
$2.86K
GWSA
75
Global Wealth Strategies & Associates
Colorado
$857

VFQY Hedge Fund Activity: Q3 2024 in Review

76 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q3 2024, worth a combined $155M — up 13% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFQY positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $5.65M. The largest seller was Symmetry Partners, exiting entirely with an estimated $9.75M sold.

  • 76 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $155M of Vanguard US Quality Factor ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 12 funds opened new Vanguard US Quality Factor ETF positions in Q3 2024 and 5 closed out, a net change of +7 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $5.65M added.
  • The largest Vanguard US Quality Factor ETF seller in Q3 2024 was Symmetry Partners, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2024.