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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$4.18M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 3 |
BFP
Beacon Financial Planning
Hyannis,
Massachusetts
|
+$577K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$566K |
| 5 |
CJ
Caitlin John
Brighton,
Michigan
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$5.76M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$775K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$479K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$396K |
| 5 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFG
76
Mendota Financial Group
Madison,
Wisconsin
| – | -$17.3K | -137 | Closed |
|
|
SIS
77
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$16.6K | -131 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12.6K | -100 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$1.39K | -11 | Closed |
|
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.