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Vanguard US Quality Factor ETF

53 hedge funds and large institutions have $76.9M invested in Vanguard US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

15% more funds holding

Funds holding: 4653 (+7)

14% more capital invested

Capital invested by funds: $67.5M → $76.9M (+$9.46M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21.18% less ownership

Funds ownership: 60.03%38.85% (-21%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
7
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
$18.7M +$1.13M +10,690 +6%
SP
2
Symmetry Partners
Connecticut
$12.2M
GFS
3
GYL Financial Synergies
Connecticut
$11.7M +$1.5M +14,251 +15%
CAG
4
Compass Advisory Group
New York
$6.91M -$1.61M -15,283 -20%
PFA
5
Pure Financial Advisors
California
$4.85M +$482K +4,576 +11%
AWS
6
AJ Wealth Strategies
New York
$3.47M +$2.99M +28,338 +601%
PFA
7
Professional Financial Advisors
Nebraska
$2.22M +$56.8K +539 +3%
CAL
8
Capital Advisors Ltd
Ohio
$1.78M -$292K -2,774 -14%
CT
9
Coastline Trust
Rhode Island
$1.78M +$37.6K +357 +2%
SB
10
Strategic Blueprint
Georgia
$1.49M +$217K +2,061 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.36M +$156K +1,476 +13%
Jane Street
12
Jane Street
New York
$1.2M +$1.21M +11,485 New
IFA
13
Interactive Financial Advisors
Illinois
$1.01M +$146K +1,384 +17%
AFM
14
Andesa Financial Management
Pennsylvania
$629K -$632K -6,000 -50%
AHC
15
Anderson Hoagland & Co
Missouri
$597K +$2K +19 +0.3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$551K +$554K +5,259 New
DADC
17
D.A. Davidson & Co
Montana
$545K
Goldman Sachs
18
Goldman Sachs
New York
$484K
SFS
19
Security Financial Services
Indiana
$398K +$5.69K +54 +1%
PAG
20
Private Advisor Group
New Jersey
$388K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$360K +$527 +5 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$334K +$19K +180 +6%
DWP
23
Destiny Wealth Partners
Florida
$328K
MOS
24
MGO One Seven
Ohio
$319K +$321K +3,044 New
TC
25
TownSquare Capital
Utah
$319K +$321K +3,044 New

VFQY Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2022, worth a combined $76.9M — up 14% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFQY positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was AJ Wealth Strategies, adding an estimated $2.99M. The largest seller was Curran Financial Partners, exiting entirely with an estimated $2.6M sold.

  • 53 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $76.9M of Vanguard US Quality Factor ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 12 funds opened new Vanguard US Quality Factor ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2022 was AJ Wealth Strategies, an estimated $2.99M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2022 was Curran Financial Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2022.