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Vanguard US Quality Factor ETF

71 hedge funds and large institutions have $139M invested in Vanguard US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $126M → $139M (+$12.8M)

3% more funds holding

Funds holding: 6971 (+2)

3.52% less ownership

Funds ownership: 45.31%41.79% (-3.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
22
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$24.7M -$396K -3,044 -2%
SL
2
Systelligence LLC
Minnesota
$17.7M -$42K -323 -0.2%
SP
3
Symmetry Partners
Connecticut
$10.8M -$775K -5,961 -7%
CPCP
4
Cedar Point Capital Partners
Iowa
$9.77M +$133K +1,027 +1%
GFS
5
GYL Financial Synergies
Connecticut
$9.5M -$41.5K -319 -0.5%
FIA
6
Foundations Investment Advisors
Arizona
$8.34M +$344K +2,643 +5%
HPC
7
Hobart Private Capital
North Carolina
$8.19M -$5.76M -44,311 -43%
PFA
8
Pure Financial Advisors
California
$6.25M -$150K -1,157 -2%
LPL Financial
9
LPL Financial
California
$5.63M +$1.59M +12,223 +42%
JAG
10
Journey Advisory Group
Kentucky
$4.4M +$4.18M +32,162 New
PFA
11
Professional Financial Advisors
Nebraska
$3.26M -$20.8K -160 -0.7%
CAL
12
Capital Advisors Ltd
Ohio
$2.73M +$178K +1,366 +7%
CT
13
Coastline Trust
Rhode Island
$2.22M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2M +$275K +2,114 +17%
SB
15
Strategic Blueprint
Georgia
$1.84M -$5.2K -40 -0.3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$1.63M +$4.55K +35 +0.3%
RFM
17
Royal Fund Management
Florida
$1.48M +$148K +1,139 +12%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.26M +$168K +1,291 +16%
BFP
19
Beacon Financial Planning
Massachusetts
$1.24M +$577K +4,438 +96%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.24M -$260K -2,000 -18%
IFA
21
Interactive Financial Advisors
Illinois
$1.18M +$206K +1,587 +23%
CJ
22
Caitlin John
Michigan
$928K +$521K +4,005 +144%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$808K +$39K +300 +5%
DADC
24
D.A. Davidson & Co
Montana
$712K
Goldman Sachs
25
Goldman Sachs
New York
$632K

VFQY Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q1 2024, worth a combined $139M — up 10% from $126M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VFQY positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $4.18M. The largest seller was Hobart Private Capital, cutting an estimated $5.76M.

  • 71 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $139M of Vanguard US Quality Factor ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 11 funds opened new Vanguard US Quality Factor ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q1 2024 was Journey Advisory Group, an estimated $4.18M added.
  • The largest Vanguard US Quality Factor ETF seller in Q1 2024 was Hobart Private Capital, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2024.