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Vanguard US Quality Factor ETF

41 hedge funds and large institutions have $70.5M invested in Vanguard US Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $61.4M → $70.5M (+$9.06M)

14% more funds holding

Funds holding: 3641 (+5)

10.16% more ownership

Funds ownership: 41.23%51.4% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$15.9M +$1.85M +15,904 +13%
SP
2
Symmetry Partners
Connecticut
$13.6M +$260K +2,231 +2%
CAG
3
Compass Advisory Group
New York
$9.8M +$938K +8,052 +11%
GFS
4
GYL Financial Synergies
Connecticut
$5.91M +$5.92M +50,808 New
PFA
5
Professional Financial Advisors
Nebraska
$3.28M +$3.29M +28,242 New
SMG
6
Smart Money Group
Texas
$2.69M +$2.7M +23,148 New
Jane Street
7
Jane Street
New York
$2.69M +$907K +7,787 +51%
CFP
8
Curran Financial Partners
South Carolina
$2.27M +$667K +5,727 +41%
CT
9
Coastline Trust
Rhode Island
$1.93M +$149K +1,280 +8%
CAL
10
Capital Advisors Ltd
Ohio
$1.67M +$423K +3,631 +34%
PFA
11
Pure Financial Advisors
California
$1.59M +$1.59M +13,643 New
EVM
12
Eaton Vance Management
Massachusetts
$1.34M +$7.45K +64 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.27M +$56.7K +487 +5%
DADC
14
D.A. Davidson & Co
Montana
$604K -$27.4K -235 -4%
Goldman Sachs
15
Goldman Sachs
New York
$536K +$537K +4,612 New
SFS
16
Security Financial Services
Indiana
$497K -$6.99K -60 -1%
AHC
17
Anderson Hoagland & Co
Missouri
$494K +$495K +4,253 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$374K -$310K -2,666 -45%
DWP
19
Destiny Wealth Partners
Florida
$364K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$362K -$221K -1,899 -38%
LWAC
21
Laurel Wealth Advisors (California)
California
$324K
MAP
22
Milestone Advisory Partners
North Carolina
$301K -$3.81M -32,757 -93%
SAM
23
Secure Asset Management
Michigan
$297K +$20.7K +178 +7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$283K +$283K +2,432 New
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$275K +$11.1K +95 +4%

VFQY Hedge Fund Activity: Q1 2022 in Review

41 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2022, worth a combined $70.5M — up 15% from $61.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFQY positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was GYL Financial Synergies, opening a new position worth an estimated $5.92M. The largest seller was Milestone Advisory Partners, cutting an estimated $3.81M.

  • 41 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $70.5M of Vanguard US Quality Factor ETF stock for Q1 2022, up 15% quarter-over-quarter.
  • 10 funds opened new Vanguard US Quality Factor ETF positions in Q1 2022 and 4 closed out, a net change of +6 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2022 was GYL Financial Synergies, an estimated $5.92M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2022 was Milestone Advisory Partners, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2022.