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Vanguard US Quality Factor ETF

70 hedge funds and large institutions have $138M invested in Vanguard US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 41.79%41.04% (-0.75%)

1% less capital invested

Capital invested by funds: $139M → $138M (-$1.46M)

1% less funds holding

Funds holding: 7170 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$24.5M +$277K +2,082 +1%
SL
2
Systelligence LLC
Minnesota
$17.1M -$245K -1,843 -1%
SP
3
Symmetry Partners
Connecticut
$9.75M -$803K -6,031 -8%
CPCP
4
Cedar Point Capital Partners
Iowa
$9.47M -$102K -767 -1%
GFS
5
GYL Financial Synergies
Connecticut
$9.04M -$263K -1,976 -3%
FIA
6
Foundations Investment Advisors
Arizona
$8.55M +$383K +2,879 +5%
HPC
7
Hobart Private Capital
North Carolina
$7.92M -$105K -790 -1%
LPL Financial
8
LPL Financial
California
$6.29M +$771K +5,789 +14%
PFA
9
Pure Financial Advisors
California
$5.74M -$385K -2,895 -6%
JAG
10
Journey Advisory Group
Kentucky
$4.12M -$196K -1,471 -5%
PFA
11
Professional Financial Advisors
Nebraska
$3.22M +$25.6K +192 +0.8%
CAL
12
Capital Advisors Ltd
Ohio
$3M +$318K +2,390 +12%
CT
13
Coastline Trust
Rhode Island
$2.25M +$67.5K +507 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.1M +$150K +1,128 +8%
Stifel Financial
15
Stifel Financial
Missouri
$1.9M +$1.89M +14,202 New
BFP
16
Beacon Financial Planning
Massachusetts
$1.87M +$652K +4,899 +54%
SB
17
Strategic Blueprint
Georgia
$1.82M +$20.9K +157 +1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$1.6M
RFM
19
Royal Fund Management
Florida
$1.29M -$155K -1,163 -11%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.25M +$14K +105 +1%
IFA
21
Interactive Financial Advisors
Illinois
$1.12M -$37.9K -285 -3%
CJ
22
Caitlin John
Michigan
$1.05M +$145K +1,086 +16%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$984K -$225K -1,688 -19%
Jane Street
24
Jane Street
New York
$817K +$376K +2,827 +87%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$792K +$666 +5 +0.1%

VFQY Hedge Fund Activity: Q2 2024 in Review

70 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q2 2024, worth a combined $138M — down 1.1% from $139M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.89M. The largest seller was Symmetry Partners, cutting an estimated $803K.

  • 70 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q2 2024, down from 71 in Q1 2024.
  • Funds reported $138M of Vanguard US Quality Factor ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Vanguard US Quality Factor ETF buyer in Q2 2024 was Stifel Financial, an estimated $1.89M added.
  • The largest Vanguard US Quality Factor ETF seller in Q2 2024 was Symmetry Partners, an estimated $803K sold.

Based on aggregated 13F filings for Q2 2024.