We are live on ! Find out more
VFQY icon

Vanguard US Quality Factor ETF

54 hedge funds and large institutions have $93.7M invested in Vanguard US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $76.9M → $93.7M (+$16.8M)

3.54% more ownership

Funds ownership: 38.85%42.39% (+3.5%)

2% more funds holding

Funds holding: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$19.4M +$73.7K +674 +0.4%
HPC
2
Hobart Private Capital
North Carolina
$16.1M +$16.2M +148,577 New
SP
3
Symmetry Partners
Connecticut
$12.6M
GFS
4
GYL Financial Synergies
Connecticut
$8.04M -$4.06M -37,129 -33%
PFA
5
Pure Financial Advisors
California
$4.82M -$187K -1,708 -4%
PFA
6
Professional Financial Advisors
Nebraska
$3.28M +$768K +7,022 +33%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$2.92M +$2.95M +27,004 New
FIA
8
Foundations Investment Advisors
Arizona
$2.74M +$2.77M +25,325 New
SB
9
Strategic Blueprint
Georgia
$1.88M +$344K +3,148 +22%
CAL
10
Capital Advisors Ltd
Ohio
$1.81M -$27.6K -252 -1%
CT
11
Coastline Trust
Rhode Island
$1.81M -$26K -238 -1%
LPL Financial
12
LPL Financial
California
$1.45M +$1.47M +13,401 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.38M -$18.1K -166 -1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$1.27M +$1.28M +11,743 New
IFA
15
Interactive Financial Advisors
Illinois
$1.09M +$49.1K +449 +5%
Jane Street
16
Jane Street
New York
$1.09M -$158K -1,442 -13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$851K +$622K +5,690 +262%
AFO
18
Arrowroot Family Office
California
$818K +$825K +7,550 New
PAG
19
Private Advisor Group
New Jersey
$802K
IWC
20
Integrated Wealth Concepts
Massachusetts
$776K +$208K +1,900 +36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$713K +$410K +3,754 +133%
AFM
22
Andesa Financial Management
Pennsylvania
$650K +$656K +6,000 +100%
AHC
23
Anderson Hoagland & Co
Missouri
$601K +$1.64K +15 +0.3%
RFM
24
Royal Fund Management
Florida
$565K +$291K +2,665 +104%
DADC
25
D.A. Davidson & Co
Montana
$563K

VFQY Hedge Fund Activity: Q1 2023 in Review

54 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2023, worth a combined $93.7M — up 22% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Hobart Private Capital, opening a new position worth an estimated $16.2M. The largest seller was Compass Advisory Group, cutting an estimated $6.51M.

  • 54 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $93.7M of Vanguard US Quality Factor ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2023 was Hobart Private Capital, an estimated $16.2M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2023 was Compass Advisory Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q1 2023.