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Vanguard US Quality Factor ETF

69 hedge funds and large institutions have $126M invested in Vanguard US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

32% more capital invested

Capital invested by funds: $95.5M → $126M (+$30.7M)

21% more funds holding

Funds holding: 5769 (+12)

2.37% more ownership

Funds ownership: 42.94%45.31% (+2.4%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
17
Reduced
18
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
$23.2M +$208K +1,794 +1%
SL
2
Systelligence LLC
Minnesota
$16.4M +$15M +129,328 New
HPC
3
Hobart Private Capital
North Carolina
$13.2M -$1.34M -11,544 -10%
SP
4
Symmetry Partners
Connecticut
$10.8M -$2.12M -18,232 -18%
CPCP
5
Cedar Point Capital Partners
Iowa
$8.9M +$8.17M +70,352 New
GFS
6
GYL Financial Synergies
Connecticut
$8.81M +$212K +1,825 +3%
FIA
7
Foundations Investment Advisors
Arizona
$7.42M -$1.06M -9,131 -14%
PFA
8
Pure Financial Advisors
California
$5.92M +$595K +5,121 +12%
LPL Financial
9
LPL Financial
California
$3.65M +$178K +1,535 +6%
PFA
10
Professional Financial Advisors
Nebraska
$3.03M +$102K +880 +4%
CAL
11
Capital Advisors Ltd
Ohio
$2.35M +$70.5K +607 +3%
CT
12
Coastline Trust
Rhode Island
$2.05M -$17.4K -150 -0.9%
SB
13
Strategic Blueprint
Georgia
$1.7M -$65.8K -566 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.57M +$1.45M +12,454 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$1.5M +$5.46K +47 +0.4%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$1.39M -$124K -1,066 -9%
RFM
17
Royal Fund Management
Florida
$1.22M +$138K +1,184 +14%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1M +$54.3K +467 +6%
PAG
19
Private Advisor Group
New Jersey
$936K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$723K +$664K +5,715 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$708K
DADC
22
D.A. Davidson & Co
Montana
$658K
BFP
23
Beacon Financial Planning
Massachusetts
$587K +$153K +1,316 +40%
Goldman Sachs
24
Goldman Sachs
New York
$583K
AFO
25
Arrowroot Family Office
California
$517K +$581 +5 +0.1%

VFQY Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2023, worth a combined $126M — up 32% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VFQY positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $15M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.68M sold.

  • 69 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $126M of Vanguard US Quality Factor ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 17 funds opened new Vanguard US Quality Factor ETF positions in Q4 2023 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2023 was Systelligence LLC, an estimated $15M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2023.