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Vanguard US Quality Factor ETF

19 hedge funds and large institutions have $31M invested in Vanguard US Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

34% more capital invested

Capital invested by funds: $23.2M → $31M (+$7.78M)

5.45% more ownership

Funds ownership: 48.18%53.63% (+5.4%)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Symmetry Partners
Connecticut
$11.4M +$2.7M +29,228 +34%
ACM
2
Armbruster Capital Management
New York
$11.4M -$130K -1,409 -1%
Jane Street
3
Jane Street
New York
$1.7M -$337K -3,652 -18%
CT
4
Coastline Trust
Rhode Island
$1.7M +$27.2K +295 +2%
EVM
5
Eaton Vance Management
Massachusetts
$1.13M
QAM
6
QCI Asset Management
New York
$638K +$362K +3,925 +159%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$595K +$145K +1,567 +36%
DADC
8
D.A. Davidson & Co
Montana
$542K -$13.8K -150 -3%
CAL
9
Capital Advisors Ltd
Ohio
$453K +$738 +8 +0.2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$369K -$4.06K -44 -1%
DWP
11
Destiny Wealth Partners
Florida
$312K +$289K +3,129 New
LWAC
12
Laurel Wealth Advisors (California)
California
$278K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$245K +$13.4K +145 +6%
Bank of America
14
Bank of America
North Carolina
$134K
CFFP
15
Center for Financial Planning
Michigan
$90K
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$18K
UBS Group
17
UBS Group
Switzerland
$3K -$105K -1,137 -97%
AA
18
Advisory Alpha
Michigan
-$24K -272 Closed
MFAM
19
M Financial Asset Management
Oregon
-$3K -33 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
+$92 +1 New
Wells Fargo
21
Wells Fargo
California
+$92 +1 +100%

VFQY Hedge Fund Activity: Q4 2020 in Review

19 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2020, worth a combined $31M — up 34% from $23.2M a quarter earlier.

Fund positioning in VFQY was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Symmetry Partners, adding an estimated $2.7M. The largest seller was Jane Street, cutting an estimated $337K.

  • 19 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $31M of Vanguard US Quality Factor ETF stock for Q4 2020, up 34% quarter-over-quarter.
  • 2 funds opened new Vanguard US Quality Factor ETF positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2020 was Symmetry Partners, an estimated $2.7M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2020 was Jane Street, an estimated $337K sold.

Based on aggregated 13F filings for Q4 2020.